Sales Operations (Investor & Fund Reporting)

Cerberus Capital Management; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Annual discretionary bonus

Robust benefits package

Job summary

Cerberus Capital Management is seeking an Associate/Senior Associate for their Sales Operations (Investor & Fund Reporting) team in New York. This role focuses on supporting fundraising through investor reporting and analytics.

Ideal candidates have over 5 years of relevant experience and a Bachelor's degree, along with advanced skills in financial analysis and Microsoft Excel. The position offers a competitive salary range of $120,000 to $150,000, plus bonuses and benefits.

Qualifications

• 5+ years of financial analysis, alternative investments, fund/investor reporting, or similar experience.
• Ability to manipulate, validate, and analyze large, complex data sets.
• Strong knowledge across alternative investment strategies including credit, private equity, and real estate.
• Understanding of fund and portfolio performance metrics and complex fee structures.
• Strong organizational skills with attention to detail.
• Understanding of accounting concepts and financial statement analysis.
• Advanced Microsoft Excel skills required.

Responsibilities

• Support fundraising activities by preparing materials for prospective investors.
• Serve as a key partner to Marketing and Investor Relations.
• Develop, maintain, and interpret firmwide track record and performance materials.
• Translate complex financial concepts into clear, investor-ready narratives.
• Own end-to-end production of fund-level performance reporting.
• Identify opportunities to standardize and automate deliverables.
• Collaborate with various teams to provide financial analysis.
• Validate models and lead strategic projects.

Skills

Financial analysis

Alternative investments

Fund/investor reporting

Data manipulation

Attention to detail

Microsoft Excel

VBA

Basic proficiency in Anaplan

Power BI

Education

Bachelor’s degree from an accredited institution

Tools

Anaplan

Power BI

SAP Business Objects

SharePoint

Job description

Associate/Senior Associate, Sales Operations (Investor & Fund Reporting)

Founded in 1992, Cerberus is a global leader in alternative investing with approximately $71 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long‑term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk‑adjusted returns for our investors. For more information about our people and platforms, visit us at www.cerberus.com.

Job Purpose

The Sales Operations (Investor & Fund Reporting) team at Cerberus provides fund, investment, portfolio, and platform‑level performance and exposure analytics across credit, private equity, and real estate strategies, supporting the firm’s fundraising and investor engagement efforts. Partnering closely with Investment Professionals, Marketing, Investor Relations, and Finance, the team supports capital raising, investor diligence, and ongoing relationship management by delivering high‑quality, investor‑ready reporting and analytics.

We are recruiting an experienced Associate/Sr. Associate to support the continued growth of the business through the production of core investor reports and bespoke analyses, including fund performance materials, investment summaries, and detailed responses to due diligence and prospective investor requests.

Responsibilities

• Support fundraising activities by preparing and reviewing materials for prospective investors, including DDQs, track record summaries, ILPA templates, and ad‑hoc analytics
• Serve as a key partner to Marketing and Investor Relations in responding to time‑sensitive prospective and current investor requests with a high degree of accuracy
• Develop, maintain, and interpret firmwide track record and performance materials used in marketing and capital raising activities
• Translate complex financial and performance concepts into clear, investor‑ready narratives
• Own end‑to‑end production and review of select fund‑level performance, exposure, and transparency reporting
• Identify opportunities to standardize and automate recurring investor and fundraising deliverables to improve scalability and responsiveness
• Collaborate with Investment Professionals, Marketing, Investor Relations, Finance, Operations, Legal and Compliance to provide value‑add financial analysis and complete ad‑hoc requests from current/prospective investors
• Validate models and lead strategic projects related to automation, deliverable design, and process re‑engineering

Qualifications

• Bachelor’s degree from an accredited institution
• 5+ years of financial analysis, alternative investments, fund/investor reporting or similar experience
• Strong ability to manipulate, validate, and analyze large, complex data sets to support investor reporting, fundraising materials, and bespoke analyses
• Strong knowledge across alternative investment strategies including credit, private equity, and real estate
• Understanding of fund and portfolio performance metrics (IRR, Annualized Returns, Multiples, P&L Stratification) and complex/varied fee structures
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast‑paced, commercial environment
• Understanding of accounting concepts and financial statement analysis (Balance Sheets, Income Statements, Statement of Equity)
• Advanced Microsoft Excel skills required (Tables, Dynamic Ranges, Pivot Tables etc.)
• Proficiency with VBA or other coding language strongly preferred
• Basic proficiency in Anaplan strongly preferred
• Experience in Power BI, SAP Business Objects and SharePoint a plus

Compensation

The base salary for this position is expected to be between $120,000.00 and $150,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a robust benefits package.