Vice President, Performance Reporting & Analysis

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

FSA

Parental leave

Job summary

WCS Healthcare Partners seeks a seasoned professional to lead performance reporting and analysis in support of fundraising and investor communications.

The role focuses on designing advanced analyses, converting investor inquiries into actionable insights, and collaborating with Technology and Data teams to refine reporting standards.

Qualifications

• Degree in Finance, Accounting, Statistics, or related field.
• 7+ years of performance analytics or investment reporting in private markets.
• Understanding of IRR, TVPI, DPI and attribution.
• Ability to synthesize data into investor-focused analyses.
• Proven track record managing multiple projects from start to finish.
• Advanced Excel skills; familiarity with BI tools or performance systems.
• Strong communication; ability to present complex ideas to diverse audiences.
• CFA/CIPM/CAIA designations preferred.

Responsibilities

• Perform in-depth performance analyses to support investor and consultant inquiries, as well as fundraising efforts.
• Design customized performance presentations and portfolio analyses for investors.
• Translate intricate investor requests into insightful analyses aligned with methodologies.
• Collaborate with internal teams to refine reporting techniques and improve performance presentations.
• Help establish firmwide reporting standards and analytical frameworks.
• Identify opportunities to enhance reporting processes and data quality with Technology and Data teams.
• Mentor and provide technical guidance on reporting and analytical strategies.
• Engage in strategic projects and expand knowledge of the private markets industry.

Skills

IRR concepts

Performance attribution

Investor reporting

Excel advanced

BI tools

Education

Finance degree

Statistics background

Tools

Excel

Power BI

Tableau

Job description

WCS Healthcare Partners is seeking a dynamic professional to join our team in a pivotal role focused on performance reporting and analysis. As a global investment manager in the private markets sector, we manage nearly $73 billion in assets and are recognized as a top workplace in money management. Our firm is entirely employee-owned, fostering a culture of collaboration, intellectual rigor, and integrity. This role is integral to developing advanced performance analyses and reporting solutions that support our fundraising efforts, investor communications, and strategic initiatives.

Key Responsibilities

• Perform in-depth performance analyses to support investor and consultant inquiries, as well as fundraising efforts.
• Design customized performance presentations and portfolio analyses tailored to investor specifications.
• Convert intricate investor requests into insightful analyses that align with our methodologies.
• Work collaboratively 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, collaborating with Technology and Data teams to implement improvements.
• Offer mentorship and technical guidance on reporting and analytical strategies.
• Engage in strategic projects and continuously expand knowledge of the private markets industry.

Candidate Requirements

Ideal candidates demonstrate strong attention to detail and possess excellent review and proofreading capabilities. Essential qualifications include:

• A degree in Finance, Accounting, Statistics, or a related field, with a strong academic background.
• At least 7 years of experience in performance analytics or investment reporting within private markets.
• A deep understanding of performance measurement concepts such as IRR, TVPI, DPI, and performance attribution.
• Proficiency in synthesizing complex data into clear, investor-focused analyses.
• Experience in successfully managing multiple projects from inception to completion.
• Advanced skills in Excel and familiarity with business intelligence tools or performance systems.
• Strong communication skills, with the ability to convey complex ideas to diverse audiences.
• Interest in or progress towards CFA, CIPM, or CAIA designations is preferred.

We offer a comprehensive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.