Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh
Core
Monitor, track, and analyze performance at investment, portfolio, and fund levels; create and update client portfolio reports and investor data requests.
Role type
Associate, Portfolio Analytics & Reporting
Builds
Monthly/quarterly client portfolio reports, ad hoc investor data requests, and fund performance queries
Domain
Private Credit / Alternative Asset Management
Deliverable
dashboards & analysis
Required skills
Portfolio analytics, Credit market understanding, Accounting and finance knowledge, 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 investors; Coordinate with investor relations, compliance, and portfolio managers on product launches and custom requests