Portfolio Data & Reporting Specialist

Orbis Group; England; On-site; GBP 55,000 - 75,000; Full time

Job summary

Orbis Group is seeking a Data & Reporting Associate to join a high-performing private markets team, where you will own portfolio data collection, validation, and reporting, partnering with investment, finance, and investor relations functions to produce timely, accurate insights. The role sits at the intersection of portfolio management, investor reporting, fundraising support, and business intelligence.

This position offers exposure to forecasting, dashboards, and data quality initiatives

Qualifications

• 3-8 years' experience within asset management, private markets, private credit, private equity, or a related investment environment.
• Experience managing large and complex performance datasets.
• Advanced Excel skills, including financial modelling and data manipulation.
• Experience using portfolio management, performance reporting, or investment monitoring systems.

Responsibilities

• Own the collection, validation, and maintenance of portfolio company financial and operational data within portfolio monitoring systems.
• Ensure data quality, consistency, and integrity across reporting platforms.
• Partner with investment and finance teams to improve reporting standards and processes.
• Support ongoing enhancements and development of portfolio reporting systems and tools.
• Assist in the preparation and maintenance of fund forecasting and performance models.
• Develop and maintain management information dashboards and reporting packs.
• Produce analysis on portfolio and fund performance to support decision-making.
• Maintain central databases containing key portfolio, fund, and performance metrics.
• Drive improvements in data management and reporting efficiency.
• Lead the production of periodic investor reporting, including quarterly and bespoke reporting requirements.
• Support the preparation of fundraising materials, presentations, due diligence questionnaires, and investor communications.

Skills

Analytical ability

Stakeholder management

Communication skills

Attention to detail

Advanced Excel

Education

Degree educated or equivalent experience

Tools

Portfolio management systems

Data reporting tools

Job description

Orbis Group is seeking a Data & Reporting Associate to join a high-performing private markets team, where you will own portfolio data collection, validation, and reporting, partnering with investment, finance, and investor relations functions to produce timely, accurate insights. The role sits at the intersection of portfolio management, investor reporting, fundraising support, and business intelligence.

This position offers exposure to forecasting, dashboards, and data quality initiatives