Petra Funds Group

Petra Funds Group

Portfolio Management Associate

Boston

Sponsorship not specified$102k-$153kDetected 15 days ago
PythonSnowflakeRESTData AnalysisData EngineeringData VisualizationLLMsFinancial AnalysisAccountingExcelValuationCadenceResearchCollaborationPublic SpeakingOrganizational Skills

About the role

  • Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds.
  • Petra is made up of highly experienced professionals across the US and Europe.
  • In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us.

Responsibilities

  • Working closely with the Head of Portfolio Management, this individual will help build the reporting, data, and dashboard infrastructure.
  • The role encompasses designing how the firm will see risk and performance in real time, supporting quarterly valuations, and building the systems that scale as the platform grows.
  • Own the Firmwide credit watch list, keeping it current as positions evolve
  • Build and maintain performance models at both the borrower and fund level - translating raw data into return, yield, and attribution analytics that inform investment decisions
  • Drive automation initiatives - building data pipelines and templates that replace manual work, in collaboration with IT and technology vendors
  • Build and run the daily, weekly, and monthly reporting cadence that keeps the firm on top of fund holdings, KPIs, performance, and attribution
  • Assist in building the firm's real-time dashboards, then own their accuracy and timeliness for stakeholder consumption
  • Assist in developing new reporting templates and visualizations as needed by internal stakeholders
  • Collaborate with Investment, Operations, Finance, Risk, and IT teams to support seamless data flows and process execution
  • Hybrid work environment t hat offers flexibility and supports work-life balance.

Requirements

  • 5+ years of experience in portfolio management, credit analysis, fund administration, or a related function within private credit or alternative investments
  • Strong data analysis skills and proficiency in Excel, with familiarity with portfolio management or data visualization platforms (e.g., Allvue, Power BI, Power Query, Snowflake or similar)
  • Experience designing or scaling reporting and dashboard systems from early stage - comfortable working in greenfield environments where process and tooling are still being defined
  • Hands-on experience applying AI and large language models (LLMs) to investment processes, including company research, financial analysis, industry monitoring, data synthesis, and workflow automation
  • Liaise with the third-party valuation firm to provide required data inputs and track deliverable timelines
  • Bachelor's degree in finance, Economics, Accounting, or a related field required; CFA progress a plus
  • Experience with data aggregation workflows and data mapping; exposure to automation tools (Power Automate, Python, VBA, or similar) a plus
  • High attention to detail with strong organizational skills and the ability to manage multiple recurring deliverables simultaneously
  • Effective communicator who can synthesize complex data into clear outputs for diverse stakeholders

Nice to have

  • Bachelor's degree in finance, Economics, Accounting, or a related field required
  • CFA progress a plus
  • Experience with data aggregation workflows and data mapping
  • exposure to automation tools (Power Automate, Python, VBA, or similar) a plus

Compensation

  • 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
  • The compensation range for this position is $102,000 - $153,000 per year.
  • This range represents the base salary only.
  • Actual pay will depend on factors such as qualifications, experience, and skills.

Benefits

  • 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
  • Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum - available to employees enrolled in our high-deductible health plan. *
  • Flexible paid time off to recharge, travel, or take care of what matters most.
  • Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
  • At Petra Funds Group, we are committed to transparency and equity in our hiring practices.
  • That's why we offer a comprehensive benefits package that reflects our commitment to your well-being.
  • Our perks include:

Company info

  • At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.
  • Our foundation is built on trust, experience, and uncompromising accuracy.
  • Our people are experts.
  • We work collaboratively.
  • We are relentless in our process and put attention to detail first.
  • It is positioned for growth, with opportunities to take on broader portfolio and investment work as the platform scales.
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This listing is sourced directly from Petra Funds Group's careers page and normalized into a canonical job model.