Physician / New Jersey / Permanent / Vice President - Portfolio Analytics Job

• Organize the firm’s portfolio exposure and performance data to capture key statistics on all funds
• Oversee how information is reported to key stakeholders in the organization via standardized internal reporting or external client templates.
• Work closely with various systems to understand how portfolio data is captured and sourced within its current Datawarehouse initiative (IVP)
• Build upon the Datawarehouse with added tools, including reporting interfaces and dashboard designs
• Work in partnership with the investment team and the Business Development team on designing all reporting needs and developing insights and messages from the data
• Work closely with financial accounting teams and fund administrator on investment level details for performance calculations and reporting
• Work on GIPS calculations for fund performance reporting, performance schedules and new marketing rules on net performance figures
• Continue to build upon the fund portfolio performance returns database while incorporating attribution reporting methodology
• Develop key reporting measures including calculations for exposure percentage (NAV and Asset based), asset class and data classifications, P&L reporting, Return on asset, Return on Equity, risk and correlation statistics
• Review and maintain all require client reporting templates and ad hoc requests
• Create internal templates to support investment team review of key sources of out/underperformance across companies, sectors, asset types, sponsors

• BS in Finance or Computer Science, Information Technology, or business-related field (or equivalent work experience)
• 5-7 years' experience in asset management operations or performance analysis role
• Strong Private Equity business acumen with an ability to leverage skills for business analysis needs
• Excellent interpersonal skills and ability to quickly build relationships
• Ability to multitask
• Ability to effectively communicate complex information

• Master's degree in a related field
• Experience with IVP, Sequel, and Tableau reporting