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Date Added: Wed 16/07/2025

Private Markets - Excel Modelling & Investor Reporting

London, UK
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Company: MARKS SATTIN

Job Type: Permanent, FullTime

Salary: £80,000 per annum

Funds Performance Reporting & Financial Modelling (12m contract)A leading global alternative investment firm specialising in private credit, is looking for someone with 3-6 years experience of providing performance insights from portfolio data to support fundraising and investor reporting.London | 12-month contract | £80,000 + strong bonusHybrid workingWhy this role?You'll be central to shaping how investors see performance, from managing fund analytics and creating data-driven materials to streamlining reporting through automation and modelling. Work cross-functionally with investment, finance, and structuring teams to deliver accurate, tailored insights in a fast-moving and ambitious environment.What you'll be doing

  • Drive performance reporting and modelling for private credit portfolios
  • Deliver investor-ready insights for fundraising, Due Diligence Questionnaires, and marketing
  • Build and refine dashboards, automate processes, and manage large datasets
  • Collaborate with the Portfolio Financing & Structuring team to improve data workflows
  • Own analytics projects that directly support capital raising and client servicing
  • Lead bespoke analysis and market research to shape business development strategies

What you bring

  • Experience in alternative investment funds having worked in data driven role
  • Strong in Excel, confident with Power BI and SQL
  • Solid grasp of credit or private equity funds
  • Analytical, detail-oriented, and highly organised
  • Proactive mindset with a collaborative, commercial approach

Please get in touch if you feel this role ticks the boxes!

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://privacy and https://en/privacy-policy-1 for our privacy policy.

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