Performance Analytics Associate

A NYC-based investment firm is hiring a Performance Reporting & Analytics professional. The Role works closely with Portfolio Management, Investor Relations, and senior leadership. The Performance Reporting & Analytics group is responsible for the data behind fundraising materials, client special reporting, internal performance reporting across the funds, and liquidity modeling. The team partners with the investment team, IR, and senior executives to deliver accurate, timely analytics for both external clients and internal decision-makers. Responsibilities Structure dimension and fact tables using star schema modeling Build curated data sets and views to power investment dashboards using SQL, Python, and Alteryx Lead data governance across the platform and monitor ACU usage Design, execute, and document data quality controls Contribute to tech stack architecture for data flow and optimization in a cloud environment Manage strategy tagging, security master metadata, and position-level data in partnership with Fund Accounting, Investment Ops, Middle Office, and Portfolio Management Work in cloud-based platforms, including Snowflake and Sigma Calculate and interpret performance attribution, return forecasting, liquidity analysis, and hedging efficacy Prepare monthly Fund performance materials for C-suite review Build investment and operational dashboards to scale recurring analytics Act as subject matter expert on calculation methodology to ensure consistency across internal and external reporting Support investor-level analytics and marketing efforts Build reporting platforms in Power BI, Sigma, and Arcesium Qualifications 4-7 years of relevant experience Advanced Excel and PowerPoint. Financial modeling preferred. VBA, Macro, SQL, and Alteryx is a must. Strong understanding of private equity and hedge fund quantitative metrics Knowledge of investment products, financing and leverage, and complex fund structures Self-starter with the ability to drive transformation and see the bigger picture Strong analytical, written, and verbal communication skills Comfortable working closely with senior management #J-18808-Ljbffr Cobalt Recruitment