At a Glance
- Tasks: Manage portfolio data and produce insightful reports for investor communications.
- Company: Leading private markets investment platform with a high-performing team.
- Benefits: Competitive salary, growth opportunities, and a collaborative work environment.
- Other info: Dynamic role with significant exposure to investment and finance teams.
- Why this job: Make a real impact in finance while working with complex datasets.
- Qualifications: 7+ years in asset management and strong analytical skills required.
The predicted salary is between 70000 - 90000 £ per year.
We are partnering with a leading private markets investment platform seeking a Data & Reporting Manager to join a high-performing investment team. This is a highly visible role sitting at the intersection of portfolio management, investor reporting, fundraising support, and business intelligence. You'll play a central role in managing portfolio data, producing insightful reporting, and supporting investor communications across a growing private credit platform.
Working closely with investment professionals, finance teams, and investor relations stakeholders, you'll help ensure accurate, timely, and meaningful reporting that supports both portfolio oversight and capital raising activities.
The Opportunity
This is an excellent opportunity for an analytical and commercially minded professional who enjoys working with complex datasets and translating information into actionable insights. You'll take ownership of portfolio reporting processes, contribute to forecasting and performance analysis, and help enhance reporting infrastructure and data quality across the business.
Key Responsibilities
- Own the collection, validation, and maintenance of portfolio company financial and operational data within portfolio monitoring systems.
- Ensure data quality, consistency, and integrity across reporting platforms.
- Partner with investment and finance teams to improve reporting standards and processes.
- Support ongoing enhancements and development of portfolio reporting systems and tools.
Reporting & Performance Analysis
- Assist in the preparation and maintenance of fund forecasting and performance models.
- Develop and maintain management information dashboards and reporting packs.
- Produce analysis on portfolio and fund performance to support decision-making.
- Maintain central databases containing key portfolio, fund, and performance metrics.
- Drive improvements in data management and reporting efficiency.
Investor & Stakeholder Reporting
- Lead the production of periodic investor reporting, including quarterly and bespoke reporting requirements.
- Support the preparation of fundraising materials, presentations, due diligence questionnaires, and investor communications.
- Respond to ad hoc reporting requests and data enquiries from internal and external stakeholders.
- Collaborate closely with Investor Relations, Finance, and Investment teams to ensure reporting accuracy and consistency.
About You
We're looking for someone who combines strong analytical capability with excellent attention to detail and stakeholder management skills.
Experience & Skills
- Approximately 7+ years' experience within asset management, private markets, private credit, private equity, or a related investment environment.
- Experience managing large and complex performance datasets.
- Advanced Excel skills, including financial modelling and data manipulation.
- Experience using portfolio management, performance reporting, or investment monitoring systems.
- Strong numerical and analytical skills with the ability to interpret and present complex information clearly.
- Excellent organisational skills and ability to manage multiple priorities in a fast-paced environment.
- Strong written and verbal communication skills.
- Degree educated or equivalent relevant experience.
Personal Attributes
- Proactive, self-motivated, and solutions-focused.
- Highly organised with a methodical approach to work.
- Strong attention to detail and commitment to producing high-quality, client-ready materials.
- Collaborative team player who enjoys working across multiple business functions.
- Comfortable operating independently while managing competing deadlines.
Why Apply?
- High-profile role with significant exposure to investment, finance, and investor relations teams.
- Opportunity to influence reporting processes and data strategy within a growing private markets business.
- Broad remit covering portfolio analytics, forecasting, investor reporting, and business intelligence.
- Collaborative and entrepreneurial environment with excellent long-term development opportunities.
Portfolio Reporting Data Manager employer: Orbis Group
Join a leading private markets investment platform that values analytical talent and offers a collaborative work culture. As a Portfolio Reporting Data Manager, you'll enjoy significant exposure to investment and finance teams while contributing to impactful reporting processes and data strategies. With a focus on employee growth and development, this role provides an excellent opportunity to enhance your skills in a dynamic environment dedicated to high-quality outcomes.
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We think this is how you could land Portfolio Reporting Data Manager
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We think you need these skills to ace Portfolio Reporting Data Manager
Some tips for your application 🫡
Show Off Your Projects:In the world of data science, your projects can speak volumes about your skills. Make sure to showcase a few key projects in your CV or portfolio, especially those that highlight your ability to work with data sets, build models, or use relevant tools like Python, R, or SQL. Don’t forget to include links to any GitHub repositories if applicable!
Quantify Your Achievements:Employers love numbers! When drafting your CV, highlight your achievements with quantifiable results. For instance, mention how your data analysis led to a certain percentage increase in efficiency or revenue at a previous job or project. These details can really make your application pop!
Craft a Tailored Cover Letter:For a full-time role at Orbis Group, your cover letter should reflect your passion for data science and your excitement about the specific projects or values of the company. Dive into why you’re a good fit, how your skills align with their needs, and any unique perspectives you can bring to the team.
Stand Out with Relevant Courses and Certifications:Although experience talks, relevant courses or certifications can be your ticket to impressing hiring managers at Orbis Group. Mention any standout courses you've completed that equipped you with essential skills, such as machine learning certifications or data visualisation courses. This shows your commitment to continuously developing your skills in the field!
How to prepare for a job interview at Orbis Group
✨Brush Up on Your Statistics
For a data science role, we need to seriously sharpen our statistics skills. Get ready to tackle technical questions on probability distributions, hypothesis testing, and regression analysis. These are often the bread and butter of data science interviews, so don't just skim over them!
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Prepare a killer portfolio showcasing your data science projects. We should include details about the datasets used, the tools and techniques applied, and the impact of your findings. If we can walk them through a particularly challenging project or a cool visualisation that had real-world implications, it’ll really make us stand out!
✨Get Comfortable with Python and R
Most data science positions require us to be proficient in programming languages like Python and R. We should practice common libraries like pandas, NumPy, and scikit-learn, and be ready for live coding exercises or algorithm questions. Showing off our coding chops can really impress the interviewers at Orbis Group!
✨Prepare for Case Studies
Expect to encounter real-world case studies during the interview. We might be asked how we’d approach a data problem or analyse a dataset to extract insights. It's essential to think out loud and demonstrate our problem-solving process so that the interviewer can see our logical thinking in action.
