Private Markets Expertise About the Role: Deliver timely and accurate performance reporting for a portfolio of private investments. Support the valuation cycle by contributing data analysis and quality assurance for internal and external reporting. Compile and interpret key investment metrics for strategic decision-making and client reporting. Collaborate in system rollouts, contribute to business requirements documentation, and support testing phases. Assist in forecasting capital movements and supporting liquidity planning activities. Analyze expenses and fund-level fees to identify trends, risks, and opportunities. Ensure seamless information flow between teams for timely and accurate insights. About You: You must hold an undergraduate degree in finance, accounting, or a related field. Professional certifications such as CPA, CFA, or CAIA are highly valued. A minimum of five years experience in private markets or institutional investment operations is required. Prior experience in pension, endowment, or private capital environments is highly beneficial. You should have a solid understanding of private capital valuation methodologies and fund structures.
Job Title
Senior Investment Specialist