Analyst, Risk and Performance (Private Markets)

The Board of Pensions of the Presbyterian Church (U.S.A.)•Philadelphia, PA

4d•Onsite

About The Position

The Analyst, Investments, provides risk, performance and analytical insight into the Board’s portfolio, primarily focusing the alternative investments allocation. The role focuses on transforming private markets data into actionable risk and portfolio insights, supporting investment data management, performance analysis, and risk oversight needs of the fund’s private markets portfolio. The Analyst works closely with investment team members to ensure private investment performance, exposures, and cash flows are accurately validated and translated into actionable insights for investment decision making and reporting purposes.

Requirements

Bachelor’s degree in finance, economics, accounting, business, mathematics, data analytics, or a related field.
3-7 years of experience in investment analytics, risk management, or investment data roles within institutional asset management.
Demonstrated, hands-on experience with private markets (e.g., private equity, private credit, real assets).
Strong working knowledge of private markets performance metrics, cash flow structures, and portfolio exposure concepts.
An ability to analyze complex investment datasets with a high degree of accuracy, reconcile data across multiple systems and investigate performance, exposure, and cash flow discrepancies.
Experience working with large datasets and/or querying data (e.g., Snowflake, SQL).
Advanced Excel required and/or Power BI skills strongly preferred.
Strong communication skills and an ability to clearly explain performance results and data issues to stakeholders.
Strong quantitative skills and problem-solving skills.
Ability to work on-site at our 2000 Market Street office.

Nice To Haves

Experience with private markets or alternative investment platforms (e.g. LP Analyst, eFront, Burgiss, or equivalent systems) and/or analytical risk systems (e.g. BlackRock Aladdin, MSCI Barra or similar) a plus.
Experience working with IBOR data in an investment, performance, or risk context a plus.
Progress towards, or interest in, professional designations such as CFA, CAIA, and/or CIPM a plus.
An ability, interest and desire to stay current via seminars, industry literature, and formal training and development.

Responsibilities

Performs investment risk and performance analysis for private market assets, including fund-, strategy-, and total portfolio level performance metrics, exposure analysis, liquidity and cash flow risk.
Supports the use of investment systems and analytical platforms to ensure data integrity, reliability, and consistency between calculation methodology, underlying cash flows and investment exposures for performance and analytics.
Investigates and resolves data issues impacting investment performance, exposures, and reporting outputs, partnering across investment, operations, risk, and technology teams to identify root causes and remediation solutions.
Supports exposure aggregation, commitment tracking, and liquidity analysis across the private markets portfolio to assist with portfolio oversight and investment decision support.
Provides quantitative support for total portfolio risk analysis, including private market contributions to overall portfolio risk, diversification, and scenario risk using enterprise risk systems.
Assists in the preparation of reporting for private investment performance and risk insights for stakeholders such as asset owners, CIO, executive vice presidents and board of directors.
Identifies opportunities to enhance, automate and scale investment analytics, validation controls, and recurring reporting processes to improve operational efficiency and analytical capabilities.

Benefits

Medical, dental, and vision coverage.
Defined benefit pension plan.
403(b)(9) retirement savings plan.
Generous paid time off, including sick time, holidays, and 22 days of personal leave.
Tuition assistance.
Employee Assistance Plan and other health and well-being resources.
Employer-paid death benefits with opportunities to purchase additional coverage.
Employer-paid Short-Term and Long-Term disability coverage.
Access to the Board’s education and grant assistance programs.
Discount programs on entertainment, travel, and more.
Satisfaction gained from working for a service-oriented employer.
Volunteer and other service opportunities in the community at large.