Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Drive performance reporting and modelling for private credit portfolios.
- Company: Join a leading global alternative investment firm specialising in private credit.
- Benefits: Enjoy hybrid working, a competitive salary of £80,000, plus strong bonuses.
- Why this job: Shape investor perceptions with data-driven insights in a fast-paced, ambitious environment.
- Qualifications: 3-6 years in alternative investments, strong Excel, Power BI, and SQL skills required.
- Other info: Application support available; we value your privacy and accessibility needs.
The predicted salary is between 48000 - 72000 £ per year.
A leading global alternative investment firm specialising in private credit is looking for someone with 3-6 years experience of providing performance insights from portfolio data to support fundraising and investor reporting.
London | 12-month contract | £80,000 + strong bonus | Hybrid working
Why this role?
- You'll be central to shaping how investors see performance, from managing fund analytics and creating data-driven materials to streamlining reporting through automation and modelling.
- Work cross-functionally with investment, finance, and structuring teams to deliver accurate, tailored insights in a fast-moving and ambitious environment.
What you'll be doing:
- Drive performance reporting and modelling for private credit portfolios.
- Deliver investor-ready insights for fundraising, Due Diligence Questionnaires, and marketing.
- Build and refine dashboards, automate processes, and manage large datasets.
- Collaborate with the Portfolio Financing & Structuring team to improve data workflows.
- Own analytics projects that directly support capital raising and client servicing.
- Lead bespoke analysis and market research to shape business development strategies.
What you bring:
- Experience in alternative investment funds having worked in a data-driven role.
- Strong in Excel, confident with Power BI and SQL.
- Solid grasp of credit or private equity funds.
- Analytical, detail-oriented, and highly organised.
- Proactive mindset with a collaborative, commercial approach.
Please get in touch if you feel this role ticks the boxes!
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients.
Investor Specialist - Marks Sattin FS employer: Marks Sattin FS
Contact Detail:
Marks Sattin FS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Specialist - Marks Sattin FS
✨Tip Number 1
Familiarise yourself with the latest trends in private credit and alternative investments. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the industry, especially those who work in performance reporting or analytics. Attend relevant events or webinars to make connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Brush up on your Excel, Power BI, and SQL skills. Consider taking online courses or tutorials to enhance your proficiency, as these tools are crucial for the role and demonstrating your expertise can set you apart from other candidates.
✨Tip Number 4
Prepare specific examples of how you've used data to drive insights in previous roles. Be ready to discuss these experiences in detail during interviews, showcasing your analytical skills and proactive mindset.
We think you need these skills to ace Investor Specialist - Marks Sattin FS
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in alternative investment funds and data-driven roles. Emphasise your skills in Excel, Power BI, and SQL, as these are crucial for the Investor Specialist position.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about performance reporting and how your previous experiences align with the responsibilities of the role. Mention specific projects where you've delivered investor-ready insights or improved data workflows.
Showcase Analytical Skills: Provide examples of how you've used your analytical skills to drive performance reporting or support fundraising efforts. Highlight any experience with dashboards, automation, or managing large datasets.
Research the Company: Familiarise yourself with Marks Sattin and their approach to private credit investments. Understanding their business model and recent developments will help you tailor your application and demonstrate your genuine interest in the role.
How to prepare for a job interview at Marks Sattin FS
✨Showcase Your Analytical Skills
As an Investor Specialist, you'll need to demonstrate your analytical prowess. Prepare examples of how you've used data to drive performance insights in previous roles, especially in alternative investments.
✨Familiarise Yourself with Financial Modelling
Since the role involves financial modelling, brush up on your skills in Excel and any relevant software like Power BI or SQL. Be ready to discuss specific models you've built or worked with in the past.
✨Understand the Fund's Performance Metrics
Research the key performance indicators that are important in private credit portfolios. Being able to discuss these metrics intelligently will show your understanding of the industry and the role.
✨Prepare for Cross-Functional Collaboration Questions
This position requires working with various teams. Think of examples where you've successfully collaborated across departments, highlighting your communication skills and proactive mindset.
