Vice President, Performance Reporting & Analysis

About the role

WCS Healthcare Partners is seeking a dynamic professional to join our team in a pivotal role focused on performance reporting and analysis. As a global investment manager in the private markets sector, we manage nearly $73 billion in assets and are recognized as a top workplace in money management. Our firm is entirely employee-owned, fostering a culture of collaboration, intellectual rigor, and integrity. This role is integral to developing advanced performance analyses and reporting solutions that support our fundraising efforts, investor communications, and strategic initiatives.

Responsibilities

• Perform in-depth performance analyses to support investor and consultant inquiries, as well as fundraising efforts.
• Design customized performance presentations and portfolio analyses tailored to investor specifications.
• Convert intricate investor requests into insightful analyses that align with our methodologies.
• Work collaboratively with internal teams to refine reporting techniques and improve performance presentations.
• Participate in establishing firmwide reporting standards and analytical frameworks.
• Seek opportunities to enhance reporting processes and data quality, collaborating with Technology and Data teams to implement improvements.
• Offer mentorship and technical guidance on reporting and analytical strategies.
• Engage in strategic projects and continuously expand knowledge of the private markets industry.

Qualifications

• A degree in Finance, Accounting, Statistics, or a related field, with a strong academic background.
• At least 7 years of experience in performance analytics or investment reporting within private markets.
• A deep understanding of performance measurement concepts such as IRR, TVPI, DPI, and performance attribution.
• Proficiency in synthesizing complex data into clear, investor-focused analyses.
• Experience in successfully managing multiple projects from inception to completion.
• Advanced skills in Excel and familiarity with business intelligence tools or performance systems.
• Strong communication skills, with the ability to convey complex ideas to diverse audiences.
• Interest in or progress towards CFA, CIPM, or CAIA designations is preferred.

Benefits

• Medical, dental, and vision coverage
• 401(k) with immediate vesting and employer match
• Profit sharing
• Flexible spending accounts (FSA)
• Paid parental leave, including adoption
• Generous paid time off
• Commuter benefits
• Employer-paid short- and long-term disability and life insurance
• Access to additional voluntary benefits