Job title: Finance & Investor Relations Analyst
Division: Finance, Investor Relations
Contract type: Permanent
About the Role
This role offers an opportunity for a motivated finance professional to join the firms Management’s Finance, Operations & Investor Relations team. The successful candidate will play a central role in supporting fund analytics, performance reporting, and investor engagement, contributing to the firm’s continued growth in the private credit market.
The position combines quantitative financial analysis, data management, and investor communication, offering broad exposure to the full lifecycle of private credit fund management — from fund structuring and capital deployment to performance reporting and fundraising.
This role will suit an individual with strong analytical and data skills, excellent attention to detail, and a keen interest in fund performance, financial modelling, and investor relations.
Key Responsibilities
i) Fund Analytics & Performance Reporting
· Maintain, analyse, and reconcile fund-level and loan-level data to produce accurate and insightful performance reporting.
· Build and enhance financial models to assess fund performance metrics including IRR, MOIC, yield, portfolio diversification, and liquidity projections.
· Prepare quarterly and ad hoc fund performance packs for internal and investor use, working closely with the investment and operations teams.
· Assist in developing dashboards and automated reporting tools for performance tracking and portfolio analytics.
· Support the integration and enhancement of portfolio monitoring and data visualisation systems.
· Conduct quantitative analysis to support management decision-making, fundraising, and investor presentations.
ii) Fund Structuring & Operations
· Support the structuring and launch of new funds, including scenario analysis.
· Maintain comprehensive records of fund documentation and support the creation of data rooms for investor due diligence.
· Contribute to process improvement initiatives and operational enhancements across fund reporting and compliance workflows.
iii) Investor Engagement & Communications
· Support the preparation of quarterly investor reports, performance summaries, and portfolio updates.
· Contribute to the development and updating of investor materials including pitch decks, marketing presentations, and fund fact sheets.
· Provide data-driven insights and analytics to support investor queries and due diligence processes.
· Coordinate with senior management to ensure timely and accurate communication with investors.
· Participate in investor meetings and assist in preparing briefing notes, performance data, and supporting analysis.
Experience and Skills
· 3–5 years’ experience in financial services, ideally in investment management, private credit, or deal advisory.
· Professional qualification (ACA/ACCA/CFA) desirable.
· Advanced Excel and financial modelling skills (e.g. IRR calculations, scenario analysis, portfolio aggregation). Familiarity with PowerBI or similar data visualization tools a plus.
· Strong quantitative and analytical ability, with experience working with large datasets and financial systems.
· Excellent attention to detail, accuracy, and ability to interpret complex financial data.
· Strong communication and presentation skills, particularly in translating analysis into clear insights for investors or management.
· Ability to manage multiple deliverables in a fast-paced, team-oriented environment.
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