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H.I.G. Capital · 1 month ago

Analyst/Senior Analyst, Performance Reporting

Coral Gables

Full-time

Onsite

Entry, Mid, Senior Level

1+ years exp

H.I.G. Capital is a leading global private equity investment firm focused on the mid cap segment of the market. They are currently seeking an Analyst or Senior Analyst to join the Performance Reporting Group, responsible for analyzing and summarizing the performance of investments and portfolios, while collaborating with various teams across the organization.

CreditFinanceFinancial ServicesInsuranceReal Estate

Responsibilities

Calculate gross, net and pro forma IRRs, TWRs, Multiples and other performance and financial statistics and ratios

Maintain, own, and prepare various attribution reports, investor reports, performance metrics reports, and track records

Engage directly with senior leadership, capital formation and deal teams to produce and deliver valuable insights

Develop and enhance data extracts and report templates to accurately and efficiently aggregate data to analyze investments and funds

Conduct as needed various ad hoc and pro forma analytics at the investment, portfolio, and fund level

Assist with special projects to standardize and enrich data across the platform to create meaningful reporting

Actively monitor activity of investments and fund performance to ensure changes are accurately reflected in reports

Model fund and strategy returns with pro forma and sensitivity analyses for Deal Teams and Senior Management

Qualification

Finance experiencePerformance reportingAdvanced Excel skillsCFA certificationData analysis skillsGIPS knowledgeMulti-tasking abilityOwnership of workChange agilityFIS VPM experienceInvestran experienceIVP Polaris experienceCommunicationProblem-solving skillsTeam collaborationOrganizational skillsAttention to detailAdaptabilityCreative thinking

Required

Analyst: 1-3 years of relevant experience in finance, business analytics, or investment operations, preferably within financial services (banking, private equity, hedge fund, etc.)

Senior Analyst: 5+ years of relevant experience in finance, business analytics, or investment operations, preferably within financial services (banking, private equity, hedge fund, etc.)

Accounting, Finance or STEM degree with a strong academic record, achievement of graduate degree or advanced certifications (e.g., CFA)

Experience with calculating performance and financial ratios for private equity, private credit and/or real asset portfolios

Advanced Excel skills – capable of conceptualizing, developing, and enhancing/modifying complex and sophisticated models

Strong data/systems skills – capable of working with large data sets and skillfully using tools to extract, aggregate, and manipulate data to get accurate results in an efficient and organized manner

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

Strong planning and organizational skills with ability to adapt to new challenges in a dynamic environment while handling multiple projects

Effective communicator (verbally and written) that can engage directly with senior members of the team as well as with external parties and build working relationships across various departments at all levels

A proactive problem solver who applies strong critical thinking, analytical precision, and meticulous attention to detail, while consistently bringing creative, out-of-the-box solutions

Collaborative team player with a positive attitude and a willingness to roll up their sleeves to deliver high-quality results under tight deadlines

Ability to multi-task and demonstrate change agility with an evolving workload and communicate upwards when competing priorities arise

Preferred

Experience with the Global Investment Performance Standards (GIPS) preferred

Distressed debt or direct lending experience, specifically term loans, revolvers, total return swaps, mezzanine debt and public and private bonds a plus

Experience with FIS VPM, Investran, and IVP Polaris or similar portfolio accounting systems, a plus