Performance & Analytics VP

Performance and Analytics Vice President

An exceptional opportunity has arisen for a Performance and Analytics Vice President to join a high performing team in London. This role is perfect for someone who thrives on delivering meaningful insights, enjoys collaborating with diverse teams, and is passionate about supporting business growth through data-driven decision making.

The organisation is renowned for its inclusive culture, supportive leadership, and commitment to professional development, offering flexible working opportunities and access to ongoing training.

The successful candidate will be confident to liaise with people at all levels across the business with direct access to senior management and will be excited by the opportunity of take ownership and responsibility.

This is a hands-on role and a rare opportunity to drive improvements whilst having two direct reports, with access to a wider team to assist and to lead in a high growth and fast paced environment. The role is highly analytical, requires a keen eye for detail, experience of drafting presentations and reports for external dissemination and requires an enthusiasm for operationally developing the function.

What you'll do:

• Engage in commercial workflows with senior leadership team from fundraising to client focused outputs
• Oversee and control over day-to-day handling of performance calculations by junior team members
• Manage and sign off the direct reports output related to client reporting, which includes the quantitative aspects of the quarterly investor reporting process across Private Equity, covering multiple strategies/geographies
• Oversee the tracking and answering of investor queries on performance and reporting by junior team members, liaising with appropriate stakeholders as required
• Liaise with investment team
• Support and input into the Private Equity valuation process
• Drive technology led projects to reduce manual processes where possible
• Understand and explain industry performance metrics and benchmarks
• Achieve a detailed understanding of the fund's partnership agreements, operations, portfolio investments and fund performance models to deliver accountabilities.
• Mentorship and management of direct reports

The role will be the primary source of information for performance data and analytics, including;

Analytics & Modelling

• Lead/support as track record 'experts' analysing performance across multi-facets (inc. Client, region, thematic, GP, asset class)
• Fund modelling to support client lifecycle events (Fund, investor and portfolio level).
• Collaborate with teams (Portfolio Management, IR) to complete workflows (AGM, reporting, lifecycle events, ad-hoc analysis)
• Thought leadership for new analysis
• Ongoing and ad-hoc analysis of Fund performance and investor performance with calculation of industry standard performance metrics
• Have a technology mindset to drive new analytics through system led processes where possible.

Client

• Ensure mandate compliance across structured reporting and client engagement including Quarterly Reporting, AGMs and Client meetings
• Evolve operational processes to integrate technology and decommission excel processes (inc. Client Portal & outsourced providers)
• Support and collaborate with Investor Relations and Portfolio Management teams

Management of team

• Management and oversight of direct reports day-to-day work including first line review for structured products including Valuations, Quarterly reporting, AGMs & client meeting data requests

Other

• Support on the Private Equity Valuation and other governance processes as required by the Head of P&A
• Relationship manager and first line escalation route for in-house teams and outsourced providers
• Opportunity to assist in fund raising efforts for new fund strategies
• Support data collation for client operational due diligence visits
• Assist with new client on-boarding processes including KYC/AML

What you bring:

Private equity experience is desired, as is a good grasp of the commercial nature, accounting, and financial reporting requirements for these types of vehicles:

• Educated to degree level (or equivalent) min: 2:1 obtained
• Management experience with a track record of successfully supporting direct reports
• Significant experience working with fund accounting, audit, analysis, or administration background within Private Equity
• Highly analytical with prowess for working with high volumes of numerical data and transforming this into information helpful for decision making
• Report writing skills - including fluent command of business level English
• Advanced IT literacy with advanced knowledge of Excel, PowerPoint, and Word
• Ability to be flexible to meet tight deadlines
• Ability to build relationships across a business to ensure all stakeholders expectations are managed and met
• Required to ensure a large number and variety of tasks and responsibilities are completed within tight timescales
• Forward thinking, and good at planning and effective at prioritising
• Able to communicate at all levels, including board level
• Hands-on approach and a willing and flexible attitude.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates