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H.I.G. Capital · 2 days ago

Manager, Performance Reporting

Coral Gables, FL

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

H.I.G. Capital is a leading global private equity investment firm focused on mid-cap market segments. They are seeking a Manager of Performance Reporting to join their Performance Reporting Team, responsible for analyzing and communicating fund and deal performance while collaborating with various internal teams.

CreditFinanceFinancial ServicesInsuranceReal Estate

Responsibilities

Review external investor reports, fundraising materials, and monthly/quarterly management reports

Review quarterly performance reporting with a focus on gross and net IRRs, key multiples (gross and net MOIC, DPI, TVPI, etc.), and other fund and deal-level metrics (reference data, portfolio company financial data, etc.)

Ensure that ad hoc requests are completed on time and accurately

Track and manage timeliness of routine deliverables, ad hoc requests and projects

Train and develop the performance team

Initiate and lead projects to document policies and procedures and to build out new processes, models and reports to create efficiency and productivity

Assist as needed with completion of routine deliverables and ad hoc requests

Qualification

Performance ReportingDirect LendingIRR ProjectionsAdvanced ExcelFund Performance MetricsPortfolio Accounting SystemsAccountabilityAccounting DegreeFinance DegreeEconomics DegreeCPACFATeam LeadershipAttention to DetailEffective CommunicationOrganizational SkillsOwnership

Required

10+ years of experience in accounting, finance, or consulting, preferably in the asset management or financial services industry

Experience in direct lending required, experience in other private credit strategies, real estate or private equity desired

Experience with IRRs and Multiples (MOIC, TVPI, DPI, etc.) on fund performance, composites and/or track records required

Experience with reference data (industry, transaction role, etc.), instrument data (rates, terms, covenants, etc.) and portfolio financials data (EBITDA, leverage, etc.)

Experience supervising, training and mentoring junior staff

Meticulousness and attention to detail, accompanied by extensive self-review

Takes full ownership and accountability of work product and leads by example in areas of attitude, urgency, process improvement and quality of work

Strong planning and organizational skills

Effective communicator and team player

Ability to engage directly with senior members of the various internal teams as well as with external parties

Accounting, Finance or Economics degree; CPA or CFA is a plus