Vice President, Alt Credit Portfolio Analytics & Reporting, PFS - New York
Core
Monitor, track, and analyze performance at investment, portfolio, and fund levels; create and update client portfolio reports and investor data requests for internal and external stakeholders.
Role type
Vice President, Portfolio Analytics & Reporting
Builds
Client portfolio reports, performance queries, and risk metrics for alternative credit funds
Domain
Alternative Credit / Private Credit / Asset Management
Deliverable
dashboards & analysis
Required skills
Portfolio analytics, Credit markets knowledge, Accounting and finance, Excel, Process management
Preferred skills
Python, SQL
Responsibilities
Monitor and analyze performance at investment, portfolio, and fund levels; Create and update client portfolio reports and prepare investor data requests; Ensure quality and accuracy of performance reporting and internal databases; Assist in operational due diligence for existing and potential investors; Coordinate with investor relations, compliance, and portfolio managers on product launches and client servicing