Vice President, Portfolio & Performance Reporting
Confidential
Vice President, Portfolio & Performance Reporting
About the Company
An investment firm based in Greenwich, CT, with approximately $44 billion in assets under management
Industry
Venture Capital & Private Equity
Type
Private Equity Firm
About the Role
The Company is seeking a Vice President of Portfolio & Performance Reporting to oversee fund- and portfolio-level performance reporting across credit and special situations strategies. This leader will ensure performance analytics and investor communications are accurate, timely, and consistent, while strengthening transparency and compliance. Responsibilities include standardizing reporting across investment vehicles, improving processes and automation, and establishing effective control frameworks. The role also partners with investment, operations, and compliance teams and translates complex data into clear insights for senior leaders, investors, and boards. Candidates should have 8–12 years of experience in portfolio reporting, fund accounting, or performance analytics within private credit, private equity, or alternative asset management, including leadership of reporting functions across multiple fund structures. Required expertise includes fund performance measures such as IRR, MOIC, and DPI; portfolio analytics and risk monitoring; and preparation of investor reports, board materials, and regulatory or surveillance reports. Strong quantitative skills, advanced Excel fluency, attention to detail, and the ability to communicate and influence senior stakeholders are essential. The successful candidate will also bring a collaborative leadership style, sound organizational skills, and experience mentoring junior staff.
Functions
- Finance
- Data Management/Analytics
Vacancy posted 6 days ago
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