• Associate, Performance Reporting & Analysis

    Job Locations US-IL-Chicago
    Category
    Investment Performance Reporting
  • Overview

     


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    Associate, Performance Reporting & Analysis

     

    ABOUT ADAMS STREET

     

    Adams Street Partners (“Adams Street”) is a global private markets investment manager, operating in more than thirty countries across five continents. Adams Street prides itself on the depth and breadth of its global investment capabilities, and its long-standing reputation as an innovator within the private markets space. Adams Street is consistently recognized for its steadfast commitment to providing clients with high quality investment opportunities, and its deep understanding of the broader private markets industry.

                                                                                                                                

    With over $34 billion of assets under management, Adams Street has offices in Chicago, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, and Tokyo. The firm operates as a single global team, and incorporates the skill and experience of its investment professionals across five strategies: primary, secondary, venture/growth, private credit and co-investments. This integrated global platform of investment expertise has enabled Adams Street to become a leading provider of customized strategies to institutional and high-net worth investors across the world.

     

    Adams Street is also a pioneer of the private markets, and is widely credited as originating the first ever fund of funds investment in 1979. The firm became an independent, employee-owned entity on January 1, 2001, and continues to manage its private equity portfolios in the same manner and style as its predecessor organizations have done for over three decades.

     

    As an employee-owned firm, Adams Street believes in a culture of inclusiveness and collegiate achievement, and strives to deliver the highest standards of integrity, respect and insight within all aspects of our business. Adams Street’s guiding principles and collaborative environment drive the firm’s commitment to providing exceptional client service and top tier investment returns.

    Responsibilities

    The Performance Reporting & Analysis Associate will be an integral member of a 5-person team that provides superior level performance reporting and data analytics. This role requires strong analytical and project management skills, ability to examine and construct private market performance data and apply benchmarking methodologies, and well-developed organizational skills.

     

    Specifically, this individual will be involved in the following critical activities:

     

    • Ensure the accurate completion and the timely delivery of quarterly client performance reports.
    • Update and review performance data in slide decks, pitchbooks, and other client/prospect facing materials.
    • Analyze, interpret and communicate performance data for RFI’s, DDQ’s, and other ad hoc requests.
    • Manage and coordinate workflow and processes associated with internal/external requests and deliverables.
    • Collaborate across teams to support firm-wide problem solving and develop process enhancements to improve existing reporting and performance data quality.
    • Perform other ad hoc projects as assigned.
    • Demonstrate willingness and interest to continually expand ones knowledge of the various fund structures, investment strategies and the investment process.

     

    Qualifications

     

    Financial industry experience is strongly preferred. An eye for detail, including solid proofreading skills, is critical. The ideal experience and competencies for this role include the following:

    • Graduated from an accredited undergraduate university, with an analytically oriented degree, such as, Mathematics, Accounting, Statistics, Finance, or related field, with proven academic success.
    • 2–4 years’ experience working in an operationally driven environment; performance reporting/analysis experience a plus.
    • Proven track record successfully managing multiple projects from inception to completion.
    • Time management skills: ability to multi-task, meet deadlines, and balance priorities.
    • Technically proficient with Microsoft Excel functions required, including advanced pivot tables and vlookups.
    • Strong verbal and written skills with ability to communicate complex ideas and information effectively across a variety of audiences.
    • CIPM designation or demonstrated interest in pursuing designation expected. CAIA, CFA designations a plus, but are not required at the Associate level.
    • Demonstrated team-player, independent thinker and self-motivated individual.

     

     

     

     

     

     

     

     

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