What are the responsibilities and job description for the Finance Manager Private Credit Portfolio & Performance Analytics position at Daley And Associates, LLC?
Finance Manager – Private Credit Portfolio & Performance Analytics
Location: Boston, MA
Base Salary: $135,000 – $150,000 competitive bonus and comprehensive benefits
A leading global investment firm with more than $180 billion in assets under management is seeking a Finance Manager to join its Private Credit Portfolio & Performance Analytics team. This individual will play a key role in driving portfolio insights, performance reporting, and analytics across a large and sophisticated private credit platform.
Key Responsibilities
Collaborate across Portfolio Management, Investor Relations, Finance, and Operations to deliver high-quality performance and portfolio analytics.
Develop, refine, and track key metrics across private credit strategies.
Conduct detailed portfolio and strategy-level analyses to support investor requests, internal reporting, and performance management.
Prepare and maintain accurate track records, respond to due diligence inquiries, and ensure data integrity across reporting platforms.
Partner with teams to improve workflows, processes, and data systems supporting the Private Credit Group.
Qualifications
5 years of experience in portfolio analytics, performance measurement, or investment reporting.
Strong understanding of private credit markets and credit instruments.
Experience with performance measurement methodologies and GIPS standards.
Advanced Excel skills; familiarity with SQL, Python, Snowflake, Power BI, or similar tools preferred.
Excellent communication skills and attention to detail, with an analytical and proactive mindset.
Bachelor’s degree in Accounting, Finance, or related field required; CFA/CAIA a plus.
Why Join
This is a high-impact role at one of the most respected names in global finance offering exposure to a broad range of credit strategies, sophisticated analytics, and senior stakeholders across the organization. The firm values innovation, collaboration, and entrepreneurial thinking, providing exceptional career development opportunities.
Compensation: $135,000–$150,000 base salary, plus performance-based bonus and full benefits package. Interested candidates should submit their resume to Kyle Archer at karcher@daleyaa.com.
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Salary : $135,000 - $150,000