Landing Point · 4 days ago
Analyst/Sr Analyst – Performance Reporting
Coral Gables, FL
Full-time
Onsite
Entry, Mid, Senior Level
$50/hr - $60/hr
1+ years expLanding Point is a leading global private equity investment firm seeking an Analyst or Senior Analyst to join their Performance Reporting Group. This role focuses on analyzing and summarizing the performance of investments, portfolios, and funds.
RecruitingStaffing Agency
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 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
Required
Analyst: 1-3 years of relevant experience in finance, business analytics, or investment operations, preferably within financial services
Senior Analyst: 5+ years of relevant experience in finance, business analytics, or investment operations, preferably within financial services
Degree in Accounting, Finance, or STEM with a strong academic record; graduate degree or advanced certifications (e.g., CFA) preferred
Experience with calculating performance and financial ratios for private equity, private credit, and/or real asset portfolios
Advanced Excel skills for developing and enhancing complex models
Strong data/systems skills for working with large data sets and using tools to extract, aggregate, and manipulate data
Preferred
Experience with the Global Investment Performance Standards (GIPS) preferred
Experience with FIS VPM, Investran, and IVP Polaris or similar portfolio accounting systems is a plus
Company
Landing Point
Landing Point is a staffing & recruiting agency that deals in placement & recruiting services of various professionals.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Boccio
Co-Founder, CEO
John Lane
Co-Founder
Recent News
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