Fund Metrics Analyst

Fund Metrics Analyst

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Fund Metrics Analyst position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund analytics, performance measurement, and investment reporting.

Actual openings may vary depending on employer focus, including private equity, private credit, hedge funds, real estate, or other alternative investment funds.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Fund Metrics Analysts support investment teams by collecting, analyzing, and reporting on fund-level metrics to guide decision-making and monitor portfolio performance. The role blends quantitative analysis, data management, and reporting to provide actionable insights for portfolio managers and senior investment professionals.

These roles often involve close collaboration with portfolio management, investment operations, fund accounting, and risk teams to ensure accurate fund-level reporting and effective performance monitoring.

Key Responsibilities

• Track and analyze fund-level performance metrics, including NAV, IRR, DPI, TVPI, and cash flows

• Build and maintain dashboards, models, and reporting tools for fund analytics

• Conduct attribution analysis and performance benchmarking across funds and portfolios

• Support monitoring of portfolio exposures, liquidity, and risk metrics

• Assist in preparing fund performance reports for senior management, investors, and regulatory filings

• Identify trends, anomalies, and opportunities for process improvements in fund reporting

• Collaborate with investment operations, fund accounting, and external service providers to ensure accuracy of fund data

• Participate in ad-hoc analyses to support investment decision-making

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field

• Understanding of fund structures, portfolio metrics, and private capital performance measurement

• Experience or coursework in private equity, hedge funds, private credit, or investment operations

• Strong analytical, quantitative, and problem-solving skills

• Advanced proficiency in Excel; familiarity with SQL, Python, R, or other data analytics tools is a plus

• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment

• Clear written and verbal communication skills

• Strong interest in fund analytics, investment metrics, and performance monitoring

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching

• Resume and profile optimization

• Guidance on outreach to investment teams and fund managers

• Interview preparation for fund analytics, investment operations, and reporting roles

To learn more or express interest in fund analytics roles, visit:
https://www.careerlaunch.ai/