Funds Performance Reporting & Financial Modelling (Contract)

Marks Sattin; London; Hybrid; GBP 80,000; Full time

Job summary

Join a leading global alternative investment firm as an Associate Director in Financial Services, focusing on Funds Performance Reporting & Financial Modelling. This 12-month contract role is vital in crafting data-driven insights for investor communications. You will collaborate with investment and finance teams, driving analytics projects in a hybrid working environment.

Qualifications

• Experience in alternative investment funds in a data-driven role is essential.
• Strong skills in Excel, Power BI, and SQL are required.
• Solid understanding of credit or private equity funds.

Responsibilities

• Drive performance reporting and modelling for private credit portfolios.
• Deliver investor-ready insights for fundraising and marketing.
• Lead bespoke analysis and market research to support business strategies.

Skills

Data Analytics

Analytical

Detail-oriented

Proactive mindset

Collaborative approach

Tools

Excel

Power BI

SQL

Job description

3 days ago Be among the first 25 applicants

This range is provided by Marks Sattin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Marks Sattin

Associate Director at Marks Sattin Financial Services

Funds Performance Reporting & Financial Modelling (12m contract)

Join a leading global alternative investment firm specialising in private credit. This is a high-impact interim role, focused on unlocking insights from portfolio data to support fundraising and investor reporting.

London | 12-month contract | £80,000 + strong bonus

Hybrid working

Why this role?

You'll be central to shaping how investors see performance, from managing fund analytics and creating data-driven materials to streamlining reporting through automation and modelling. Work cross-functionally with investment, finance, and structuring teams to deliver accurate, tailored insights in a fast-moving and ambitious environment.

What you'll be doing

• Drive performance reporting and modelling for private credit portfolios
• Deliver investor-ready insights for fundraising, Due Diligence Questionnaires, and marketing
• Build and refine dashboards, automate processes, and manage large datasets
• Collaborate with the Portfolio Financing & Structuring team to improve data workflows
• Own analytics projects that directly support capital raising and client servicing
• Lead bespoke analysis and market research to shape business development strategies

What you bring

• Experience in alternative investment funds having worked in data driven role
• Strong in Excel, confident with Power BI and SQL
• Solid grasp of credit or private equity funds
• Analytical, detail-oriented, and highly organised
• Proactive mindset with a collaborative, commercial approach

Please get in touch if you feel this role ticks the boxes!

Funds Performance Reporting & Financial Modelling (12m contract)

Join a leading global alternative investment firm specialising in private credit. This is a high-impact interim role, focused on unlocking insights from portfolio data to support fundraising and investor reporting.

London | 12-month contract | £80,000 + strong bonus

Hybrid working

Why this role?

You'll be central to shaping how investors see performance, from managing fund analytics and creating data-driven materials to streamlining reporting through automation and modelling. Work cross-functionally with investment, finance, and structuring teams to deliver accurate, tailored insights in a fast-moving and ambitious environment.

What you'll be doing

• Drive performance reporting and modelling for private credit portfolios
• Deliver investor-ready insights for fundraising, Due Diligence Questionnaires, and marketing
• Build and refine dashboards, automate processes, and manage large datasets
• Collaborate with the Portfolio Financing & Structuring team to improve data workflows
• Own analytics projects that directly support capital raising and client servicing
• Lead bespoke analysis and market research to shape business development strategies

What you bring

• Experience in alternative investment funds having worked in data driven role
• Strong in Excel, confident with Power BI and SQL
• Solid grasp of credit or private equity funds
• Analytical, detail-oriented, and highly organised
• Proactive mindset with a collaborative, commercial approach

Please get in touch if you feel this role ticks the boxes!

Desired Skills and Experience

Advanced Excel, confident with Power BI and SQL
Data Analytics,
Credit Funds, Private Equity Funds

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance

• Industries

  Venture Capital and Private Equity Principals

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