Associate, Performance Reporting & Analysis

Posted 6 Days Ago
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Chicago, IL
83K-137K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Associate, Performance Reporting & Analysis will deliver performance reporting, manage workflow processes, analyze performance data for RFPs and RFIs, collaborate with various teams, and undertake strategic ad hoc projects. Strong project management and analytical skills are essential for this operationally driven role.
Summary Generated by Built In

Adams Street Partners (“Adams Street”) is a global private markets investment manager that has $62 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the seventh year in a row, Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management in 2024.

Employees operate as a single global team, integrating the expertise of the firm’s investment professionals across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments.  Adams Street is considered a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000.

The firm was founded more than 50 years ago, and clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.

Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo and Toronto.


Overview:

The Performance Reporting & Analysis Associate will be an integral member of an 8-person team that provides superior level performance reporting and data analytics. This role requires strong analytical and project management skills, ability to examine and construct private market performance data and apply benchmarking methodologies, and well-developed organizational skills.

 

Specifically, this individual will be involved in the following critical activities:

  • Ensure the accurate completion and the timely delivery of quarterly client performance reports.
  • Update and review performance data in PowerPoint slides, pitchbooks, and other client/prospect facing materials.
  • Analyze, interpret, and communicate performance data for request for proposals (RFPs), request for information (RFIs), due diligence questionnaires (DDQs), and other ad hoc performance reporting data requests.
  • Manage and coordinate workflow and processes associated with internal/external requests and deliverables.
  • Collaborate with IT and other teams to support firm-wide problem solving and develop process enhancements to improve existing reporting and performance data quality.
  • Liaise across functions to obtain and synthesize information from investment teams, marketing, legal, finance, accounting, middle office and others in order to effectively deliver requested information.
  • Perform strategic ad hoc projects as assigned.
  • Demonstrate willingness and interest to continually expand one’s knowledge of the various fund structures, investment strategies and the investment process, and the overall private markets industry.


Requirements:

Financial industry experience is strongly preferred. An eye for detail, including solid proofreading skills, is critical. The ideal experience and competencies for this role include the following:

  • Graduated from an accredited undergraduate university, with an analytically oriented degree, such as Finance, Accounting, Statistics, or related field, with proven academic success.
  • 2–4 years’ experience working in an operationally driven environment; performance reporting/analysis experience a plus.
  • Proven track record successfully managing multiple deliverables alongside projects from inception to completion.
  • Time management skills: ability to multi-task, meet deadlines, and balance priorities.
  • Technically proficient with Microsoft Excel functions required, including advanced functionality.
  • Strong verbal and written skills with ability to communicate complex ideas and information effectively across a variety of audiences.
  • Demonstrated interest or progress towards CFA, CIPM, or CAIA designations a plus.
  • Proven team-player, independent thinker, and self-motivated individual.


Illinois Pay Transparency

$83,000$137,000 USD

Top Skills

Excel
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The Company
HQ: Chicago, Illinois
351 Employees
On-site Workplace
Year Founded: 1972

What We Do

Adams Street Partners is a global private markets investment manager with investments in more than thirty countries across five continents. Drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships, Adams Street strives to generate actionable investment insights across market cycles. Adams Street is 100% employee-owned and manages $58 billion in assets under management. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, and Tokyo

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