ABOUT VERUS

Senior Private Markets Performance Analyst

Verus is in search of a self-motivated and analytical individual to join our downtown San Francisco office. Candidates should be detail oriented, process minded, and customer focused.

The Senior Performance Analyst position is responsible for overseeing the performance reporting and monitoring for private markets investments, maintaining the integrity and calibration of performance report data, and partnering with Consultants to support client service relationships. This position represents a unique opportunity for highly motivated professionals to use their analytical skills and private markets knowledge to become a critical part of our private markets business line.

Essential Functions:

  • Lead expert on private markets performance reporting, including metrics, universes, and reporting standards;
  • Define standard reporting package in partnership with clients and Consultants;
  • Gather, organize, enter in reporting tools, and report on client investment activity and investment performance;
  • Generate performance reports and deliverables accurately and on-time;
  • Support RFP/business development activity with recommended and client-specific funds, performance, etc.;
  • Key contact with performance reporting software provider and support team.

Verus is an independent, employee-owned, provider of non-discretionary consulting and discretionary management services to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and multi-employer trusts. We are headquartered in Seattle, with additional offices in Los Angeles & San Francisco.

Our clients rely on us for the thoughtfulness of our investment research and personalized approach to their portfolios. Through independent, impartial advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their enterprise objectives. We are looking for talented professionals who embody our firm values of diligence, professionalism, expertise, client service, and collaboration.

Our boutique culture allows opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus provides a competitive benefits package, and promotes healthy living through work/life quality and flexibility.

Prerequisites:

  • One or more years of experience in finance, investments or relevant investment experience with private market exposure gained at an Investment Bank, Private Equity Firm, Fund of Funds, Limited Partner or Private Equity Consulting Firm
  • Bachelor’s degree in finance, economics or other closely related field
  • Strong knowledge of Excel and familiarity with databases
  • Excellent written, oral and analytical skills, strong attention to detail
  • Strong work ethic

For consideration, e-mail resume and salary requirements to jobs@verusinvestments.com. No phone calls, please.

Verus is an Equal Opportunity Employer.

Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.