Vice President - Portfolio Analytics - Private Wealth
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FULL DESCRIPTION
Vice President - Portfolio Analytics - Private Wealth
London, Greater London, England, United Kingdom
At [Employer hidden — sign up to reveal], we have been at the forefront of private markets investing for more than 40 years.
We are seeking a Vice President in our Portfolio Analytics team within the firm’s Data & Analytics department. This is a technical leadership role that will shape how portfolio analytics informs portfolio decision-making across our evergreen & semi-liquid fund platform.
Purpose of the Position
The role requires knowledge of private markets coupled with expertise in semi-liquid fund structures. This individual will oversee a small global team responsible for delivering managed fund and asset-level analytics and will serve as a senior analytical partner to a number of [Employer hidden — sign up to reveal] teams including Core Portfolio Management, Investments, Risk, Fund Finance and other Data & Analytics teams.
Key Responsibilities
- Lead and develop a high-performing portfolio analytics team focused on evergreen & semi-liquid funds.
- Own the delivery of evergreen funds’ portfolio analytics covering performance drivers, portfolio composition & concentrations, risk exposures and liquidity metrics.
- Interrogate proprietary data for both fund and underlying asset levels.
- Perform scenario analysis and stress testing in partnership with the core portfolio management team.
- Establish quality control standards for analytical outputs.
- Partner with engineering teams to continuously scale the quality control of data.
- Support senior leadership discussions with concise, decision-oriented materials.
- Ensure client facing analytics supporting private wealth investors are robust and consistent.
- Continuously elevate the sophistication of analytics.
- Prioritize and allocate team resources effectively.
Knowledge and Experience Required
- Significant experience within private markets, ideally at a leading alternative asset manager.
- Demonstrate strong familiarity with evergreen or semi-liquid structures.
- Showcase the ability to operate credibly alongside senior investment team members.
- Strong experience leveraging technology including Python, Databricks, Power BI, Claude and similar tools.
- Proven ability to evaluate private markets’ data quality.
- Demonstrate strong executive presence and communication skills.
- Demonstrate experience leading and developing data & analytics professionals.
This job description is not to be construed as an exhaustive statement of duties. [Employer hidden — sign up to reveal] is an Equal Opportunities employer.