VP of Portfolio Analytics & Performance (In-Office)

Hoxton Circle

San Francisco (CA)

On-site

USD 180,000 - 230,000

Full time

14 days+
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Job summary

Hoxton Circle is seeking a Vice President of Portfolio Monitoring to own analytics and reporting infrastructure for a broad portfolio of operating assets. You’ll drive forecasting, performance analysis, and visibility for the investment team, from high-level returns to detailed cash flow analysis.

You will build a scalable analytics function with autonomy to define great reporting. This role is office-based in San Francisco, 4-5 days per week, partnering with Finance, Partners, and the

Qualifications

  • 6+ years of experience with a strong financial/analytical foundation.
  • Background in investment banking, private equity portfolio analytics/ FP&A, or corporate FP&A.
  • Advanced financial modeling skills and fluency across granular and big-picture analyses.
  • Strong forecasting, cash flow, variance analysis, and investment performance knowledge.
  • Excellent communication and ability to present to senior investment professionals.
  • Ability to identify problems and articulate them clearly without owning final decisions.
  • Low ego, collaborative, and capable of building structure in a new function.

Responsibilities

  • Own financial analysis, forecasting and performance reporting for a significant portfolio of operating assets.
  • Build reporting that gives the investment team visibility into performance from high-level returns to detailed cash flow analysis.
  • Track actual performance against investment cases and forecasts, identifying variances and drivers.
  • Develop models and analytics to explain asset and portfolio performance.
  • Surface issues early and provide insights to guide next steps for the investment team.
  • Create a structured reporting cadence, replacing ad hoc work by investment professionals.
  • Lead recurring performance discussions and present clear, decision-useful analysis to senior members.
  • Collaborate with Finance, Partners, and the investment team while maintaining separation between performance analysis and investment decisions.
  • Help define and grow a new analytics function aligned with portfolio growth.

Skills

Financial modeling
Forecasting
Variance analysis
Communication
Collaboration
Problem definition
Analytical mindset

Job description

Hoxton Circle is seeking a Vice President of Portfolio Monitoring to own analytics and reporting infrastructure for a broad portfolio of operating assets. You’ll drive forecasting, performance analysis, and visibility for the investment team, from high-level returns to detailed cash flow analysis.

You will build a scalable analytics function with autonomy to define great reporting. This role is office-based in San Francisco, 4-5 days per week, partnering with Finance, Partners, and the

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