Global VP, Performance Analytics & Investor Reporting

WhiteCap Search; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with employer match

Profit sharing

Flexible spending accounts (FSA)

Paid parental leave

Generous paid time off

Commuter benefits

Disability insurance

Life insurance

Job summary

WCS Healthcare Partners is seeking a senior analyst to lead performance reporting and analysis in support of fundraising and investor communications. You will develop advanced analyses, customize presentations, and translate complex investor requests into clear, data-driven insights.

Ideal candidates have 7+ years in private markets reporting, strong Excel and BI tool skills, and the ability to manage multiple projects while guiding colleagues. CFA/CIPM/CAIA progress is a plus.

Qualifications

• Degree in Finance, Accounting, Statistics, or related field with strong academics.
• At least 7 years in performance analytics or investment reporting within private markets.
• Understanding of IRR, TVPI, DPI, and performance attribution.

Responsibilities

• Perform in-depth performance analyses to support investor and consultant inquiries and fundraising.
• Design customized performance presentations and portfolio analyses per investor specifications.
• Convert investor requests into insightful analyses aligned with methodologies.
• Collaborate with internal teams to refine reporting techniques and improve performance presentations.
• Participate in establishing firmwide reporting standards and analytical frameworks.
• Seek opportunities to enhance reporting processes and data quality with Technology and Data teams.
• Offer mentorship and guidance on reporting and analytical strategies.
• Engage in strategic projects and expand knowledge of private markets.

Skills

Performance metrics

Advanced Excel

BI tools

Project management

Investor communications

Strong communication

Private markets experience

Education

Bachelor's degree in Finance, Accounting, Statistics, or related field

CFA/CIPM/CAIA progress

Tools

SQL

BI tools

Job description

WCS Healthcare Partners is seeking a senior analyst to lead performance reporting and analysis in support of fundraising and investor communications. You will develop advanced analyses, customize presentations, and translate complex investor requests into clear, data-driven insights.

Ideal candidates have 7+ years in private markets reporting, strong Excel and BI tool skills, and the ability to manage multiple projects while guiding colleagues. CFA/CIPM/CAIA progress is a plus.