Summary

Associate role focused on private credit portfolio analytics, performance reporting, and investor data requests across investment, portfolio, and fund levels. The role uses Excel, Python, and SQL within a hybrid Edinburgh-based working arrangement.

Responsibilities

• Monitor investment, portfolio, and fund performance
• Prepare monthly and quarterly client reports
• Respond to investor data and performance requests
• Maintain portfolio metrics and reporting databases
• Validate reporting quality and process accuracy
• Support investor operational due diligence
• Coordinate custom requests and product launches