Analyst, Risk and Performance (Private Markets)

The Role

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.

What You Will Do

• 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.

What You Need To Succeed

• Bachelor’s degree: in finance, economics, accounting, business, mathematics, data analytics, or a related field.
• Experience: 3-7 years of experience in investment analytics, risk management, or investment data roles within institutional asset management.
• Private markets experience: Demonstrated, hands-on experience with private markets (e.g., private equity, private credit, real assets).
• Performance metrics knowledge: Strong working knowledge of private markets performance metrics, cash flow structures, and portfolio exposure concepts
• Data analysis skills: 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)
• Excel skills: Advanced Excel required and/or Power BI skills strongly preferred.
• Communication skills: Strong communication skills and an ability to clearly explain performance results and data issues to stakeholders.
• Quantitative skills: Strong quantitative skills and problem-solving skills.
• Platform experience: 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.
• IBOR data experience: Experience working with IBOR data in an investment, performance, or risk context a plus.
• Professional designations: Progress towards, or interest in, professional designations such as CFA, CAIA, and/or CIPM a plus.
• Current in field: An ability, interest and desire to stay current via seminars, industry literature, and formal training and development.
• On-site work: Ability to work on-site at our 2000 Market Street office.

We Offer a Generous Benefits Package For Eligible Employees.

• 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.

Our recruiting process is simple.

If you’re interested in a role at the Board of Pensions, apply online at pensions.org. If your skills match an open position, one of our recruiters will set up a phone or Microsoft Teams interview to discuss your interests, background, and skills. They’ll also answer any questions you might have.

If you are selected to continue with the recruitment process, you will meet the hiring manager and other relevant team members.

To protect the health of our staff

we encourage everyone to receive FDA-approved vaccinations that may reduce the spread of certain infectious diseases, such as the flu and COVID-19.

We are an Equal Opportunity Employer.

The Board of Pensions of the Presbyterian Church (U.S.A.) is proud to be an equal opportunity employer.

We value diversity, equity, and inclusion and do not discriminate based on race; color; sex; national origin; age; pregnancy, childbirth, or a related medical condition; military/veteran status; marital/domestic partner status; physical or mental disability; medical condition; religion or religious affiliation, except where determined to be a bona fide occupational qualification; sexual orientation; gender; gender identity or expression; genetic information; ancestry; or any other category protected by applicable federal, state, or local law.