Performance Associate - Private Markets

London, United Kingdom
Competitive Salary
26 Jan 2023
15 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Performance Associate - Private/ Capital Markets

City of London

The role:

Bruin are seeking a Performance Associate to join our client, an international investor in private equity, infrastructure and real assets that invests on behalf of 800+ institutional investors including public and private pension plans, insurance companies, endowments and foundations.

The Performance Associate will play a vital role in supporting senior members of the team in producing analytics on the entire family of funds, strategies and products. This provides the business with a clear indicator of the drivers of performance from the underlying company level, all the way up to the investor level.

Key Responsibilities:

  • Calculation and oversight of quarterly performance track records for products/ strategies. - Implement new functionality to improve the quality and timeliness of the data and apply robust controls
  • Collaborate with investment teams on analysis concerning the performance track-record of their strategies and funds
  • Respond to performance requests from internal teams, and indirectly to clients' and consultants' queries in collaboration with Investor Relations and Marketing.
  • Represent the Performance team in meetings with key stakeholders. Use knowledge of performance track-record to suggest practical solutions to queries within the required deadlines.
  • Key contributor on project work (advanced performance analytics, creation of pro-forma track records to support new fundraising, systems enhancements, process automation), and provide support where required to senior members of the team on these projects

Knowledge and Experience Required:

Experience in the Private/ Capital markets is paramount - this can include any of the following: Private Market, Private Debt, Private Equity, Infrastructure, Real Estate and Real Assets

  • Proficient with Excel - utilising spreadsheets
  • Educated to degree level in an analytical subject (e.g. Economics, Finance, Mathematics)
  • Able to organise and analyse large sets of complex data in order to produce simple and insightful solutions
  • Clearly and concisely communicate performance-related concepts to key stakeholders (up to Partner level)
  • Detailed knowledge of Private Equity benchmarking methodologies
  • Professional qualification is desirable but not required (e.g. CFA, CAIA, CIPM, IMC)
  • You need to sign in to save