Analyst, Performance Reporting

H.I.G. Capital • Boston, MA

4d • Hybrid

About The Position

H.I.G. Capital is a leading global private equity investment firm with $74 billion of assets under management, focusing on the mid-cap segment. The firm's funds cover private equity, growth equity, real estate, direct lending, special situation credit, and growth-stage healthcare. H.I.G. provides capital to businesses with attractive growth potential and partners with management teams to grow businesses of significant value. With over 500 investment professionals, H.I.G. has substantial experience in operating, consulting, technology, and financial management, contributing meaningfully to its portfolio companies. The firm has offices in Miami, Atlanta, Boston, Chicago, Los Angeles, New York, and San Francisco, with affiliate offices globally. Due to significant growth, H.I.G. is seeking an Analyst for the Credit funds to join the Performance Reporting Group (PRG) in either Coral Gables or Boston. This role is integral to analyzing, evaluating, providing insights, and summarizing the performance of investments, portfolios, and funds across various platform strategies for internal stakeholders and investors. The team also conducts ad hoc and pro forma analyses and assists in developing new fund products and strategies, collaborating with Capital Formation, Deal Teams, Investor Reporting and Services, Accounting, Operations, Valuation, and Senior Management. This position offers the opportunity for immediate impact and career advancement within a growing firm.

Requirements

• 2-5 years of relevant experience in finance, business analytics, or investment operations, preferably within financial services (banking, private equity, hedge fund, etc.).
• Accounting, Finance or STEM degree with a strong academic record, progress towards or achievement of graduate degree or advanced certifications (e.g., CFA).
• Experience or strong knowledge of calculating performance and financial ratios for private equity, private credit and/or real asset portfolios.
• Advanced Excel skills – capable of conceptualizing, developing, and enhancing/modifying complex and sophisticated models.
• Strong data/systems skills – capable of working with large data sets and skillfully using tools to extract, aggregate, and manipulate data to get accurate results in an efficient and organized manner.
• Takes full accountability and ownership of work product and leads by example in areas of attitude, attention to detail, urgency, process improvement and quality of work.
• Strong planning and organizational skills with ability to adapt to new challenges in a dynamic environment while handling multiple projects.
• Effective communicator (verbally and written) that can engage directly with senior members of the team as well as with external parties and build working relationships across various departments at all levels.
• Self-motivated problem solver and demonstrates strong critical thinking, analytical skills, and attention to detail.
• Capable of innovative and creative thinking to find unique solutions.
• Collaborative individual who maintains a positive attitude and is willing to actively contribute to achieving results within tight deadlines in a team-oriented environment.
• Ability to multi-task and demonstrate change agility with an evolving workload and communicate upwards when competing priorities arise.

Nice To Haves

• Experience with the Global Investment Performance Standards (GIPS) preferred.
• Distressed debt or direct lending experience, specifically term loans, revolvers, total return swaps, mezzanine debt and public and private bonds a plus.
• Experience with FIS VPM, Investran, and IVP Polaris or similar portfolio accounting systems, a plus.

Responsibilities

• Calculate gross, net and pro forma IRRs, TWRs, Multiples and other performance and financial statistics and ratios.
• Maintain, own, and prepare various attribution reports, investor reports, performance metrics reports, and track records.
• Engage directly with leadership, capital formation and deal teams to produce and deliver valuable insights.
• Develop, maintain, and enhance data extracts and report templates to accurately and efficiently aggregate data to analyze investments and funds.
• Conduct as needed various ad hoc and pro forma analytics at the investment, portfolio, and fund level.
• Assist with special projects to standardize and enrich data across the platform to create meaningful reporting.
• Actively monitor activity of investments and fund performance to ensure changes are accurately reflected in reports.
• Model fund and strategy returns with pro forma and sensitivity analyses for Deal Teams and Senior Management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level