Analyst/Senior Analyst, Performance Reporting

Join to apply for the Analyst/Senior Analyst, Performance Reporting role at H.I.G. Capital.

H.I.G. Capital is a leading global private equity investment firm with $70 billion of assets under management, focusing on the mid-cap segment of the market. The firm includes private equity, growth equity, real estate, direct lending, special situation credit, and growth-stage healthcare. We provide capital to businesses with attractive growth potential and align ourselves with committed management teams and entrepreneurs to help grow businesses of significant value.

Due to the significant growth and expansion of our firm, we are currently seeking an Analyst or Senior Analyst to join the Performance Reporting Group (PRG) located in either our Coral Gables, Boston, or London office. The successful candidate will join a strong team that plays an integral role in analyzing, evaluating, providing insights, and summarizing the performance of the investments, portfolios, and funds of the various platform strategies of HIG for both internal constituents and existing and potential investors.

The selected candidate will work closely with teams across the organization, including Capital Formation, Deal Teams, Investor Reporting and Services, Accounting, Operations, Valuation, and Senior Management. As part of the PRG, you will have the opportunity to make an immediate impact within the growing firm, gaining the necessary tools and exposure to advance and succeed in your career.

Role 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 senior leadership, capital formation and deal teams to produce and deliver valuable insights.
• Develop 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.

Requirements & Qualifications:

• Analyst: 1–3 years of relevant experience in finance, business analytics, or investment operations, preferably within financial services (banking, private equity, hedge fund, etc.).
• Senior Analyst: 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, achievement of graduate degree or advanced certifications (e.g., CFA).
• Experience with calculating performance and financial ratios for private equity, private credit and/or real asset portfolios.
• Experience with the Global Investment Performance Standards (GIPS) preferred.
• 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.
• 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.
• A proactive problem solver who applies strong critical thinking, analytical precision, and meticulous attention to detail, while consistently bringing creative, out-of-the-box solutions.
• Collaborative team player with a positive attitude and a willingness to roll up their sleeves to deliver high-quality results under tight deadlines.
• Ability to multi-task and demonstrate change agility with an evolving workload and communicate upwards when competing priorities arise.