Job Description
Fund Metrics Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Fund Metrics Specialist position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund analytics, capital performance, and investment reporting.
Actual openings may vary based on employer needs, fund structure (e.g., private equity, hedge funds, real estate, venture capital), and reporting requirements.
For more information on the Career Launch AI Talent Network, visit:
Fund Metrics Specialists support investment and portfolio teams by analyzing fund-level performance, tracking key financial metrics, and producing actionable insights for management and investors. The role combines quantitative analysis, reporting, and performance evaluation to help optimize fund strategies and monitor investment outcomes.
These positions involve close collaboration with portfolio managers, finance teams, investor relations, and risk management to ensure accurate, timely, and transparent reporting.
Key ResponsibilitiesTrack and analyze fund-level performance metrics, including IRR, MOIC, ROI, and other KPIs
Build, maintain, and improve dashboards, models, and reports for fund performance and investor communications
Validate and reconcile fund data from multiple sources, ensuring accuracy and completeness
Prepare daily, weekly, and monthly fund reports for internal stakeholders and external investors
Monitor capital flows, allocations, and liquidity metrics across funds
Support scenario analysis, forecasting, and stress testing to assess fund performance under different conditions
Identify trends, anomalies, and opportunities in fund performance and portfolio allocation
Collaborate with finance, operations, and investment teams to streamline reporting processes and data management
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of fund structures, investment performance metrics, and portfolio analytics
Experience or coursework in fund accounting, investment analysis, or financial reporting (preferred but not required)
Advanced analytical skills with high attention to detail
Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
Ability to work in fast-paced, detail-oriented environments
Clear written and verbal communication skills
Strong interest in fund performance, capital metrics, and investment analytics
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to investment and fund teams
Interview preparation for fund analytics, financial reporting, and quantitative assessments
To learn more or express interest in fund analytics and capital metrics roles, visit:
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