Private Markets - Excel Modelling & Investor Reporting

Marks Sattin


Date: 5 hours ago
City: London, England
Salary: £80,000 per year
Contract type: Contractor

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 bonus

Hybrid working

Why 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!



Desired Skills and Experience

Advanced Excel, confident with Power BI and SQL
Data Analytics,
Credit Funds, Private Equity Funds

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://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.

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