Fund Performance Expert
1 day ago
Job Title: Fund Performance Expert
">About XB Consultants:
We are a European mid-market private capital investment firm with over €3.5 billion in assets under management (AUM).
About the Role:
This role involves managing the financial performance of our funds, conducting in-depth portfolio analysis, and supporting strategic decision-making processes. You will develop, maintain, and enhance complex financial models to support fund performance and portfolio analysis, track key performance indicators (KPIs) for funds, and prepare detailed reports and presentations for senior management, the Business Development team, and investors.
Key Responsibilities:
- Develop and maintain complex financial models to support fund performance and portfolio analysis.
- Conduct ad-hoc financial analyses as required, supporting various strategic initiatives and investment opportunities.
- Prepare detailed reports and presentations for senior management, the Business Development team, and investors.
Requirements:
- Bachelor ́s degree in Finance, Accounting, Economics, or related field; MBA or relevant advanced degree preferred.
- Minimum of 5 years of experience in funds finance, financial planning and analysis, accounting, or related fields.
- Advanced proficiency in financial modelling, Excel, and analysis tools.
- English and Spanish full working proficiency.
Salary: €90,000 - €130,000 per year, depending on experience.
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