What are the responsibilities and job description for the Performance Analyst position at Nextera Search?
A financial services firm is seeking an experienced professional to join their team as a Performance Analyst. This role will follow a hybrid schedule.
Responsibilities:
- Design and implement reporting solutions for Private Credit Funds.
- Develop and update marketing collateral, including performance summaries and track record documentation.
- Prepare and conduct quality reviews of quarterly investor reporting packages.
- Respond to investor inquiries and support ad hoc information requests.
Qualifications:
- Bachelors degree from an accredited college/university.
- 5–7 years of experience at a private credit fund, hedge fund, or similar financial institution, with a focus on calculating performance and exposure metrics.
- Solid understanding of core portfolio company financial indicators, including EBITDA, leverage ratios, loan-to-value (LTV), and interest coverage ratio (ICR).
- Advanced Excel proficiency, with a strong aptitude for working with large datasets; programming experience (e.g., SQL, Python, VBA) is a plus.
- Strong academic credentials, as evidenced by high GPA and standardized test scores (e.g., SAT).
- Exceptional written and verbal communication skills.
Salary : $150,000 - $175,000
