Operations, Reporting & Process Analyst, Alternative Investment Firm

Alternative Investments, Operations
  • Household name with outstanding performance and investment pedigree
  • Collaborative culture and dynamic working environment
  • Investment Data, Investment Support, Process Improvement



Platinum Pacific Partners has a long-standing partnership with a leading private equity firm based in Sydney. The firm has a long-term presence and commitment to the Australian private equity market and is looking for an Associate/Analyst within its private credit investment team.


The firm is renowned for its performance, reputation, and culture. This is a diverse role that will require you to take responsibility for data analysis, process improvement, investor and performance reporting, and investment support.


This is a first-rate newly created opportunity to join a sophisticated organization with a strong investment pedigree and a dynamic work environment. This role presents an excellent early-stage career opportunity with the potential for growth and offers mentorship from the leadership and investment team.




  • Analysing asset level data and investment performance reporting information across a private credit loan portfolio
  • Maintaining all data generated by the portfolio and creating / refining data management and reporting processes to deliver improved reporting quality and efficiency across the fund
  • Extracting key information from underlying data sources, mapping it to internal templates and models, and providing quarterly portfolio reporting updates to the deal team
  • Assisting the deal team and investor relations team with asset data and reporting queries from external parties
  • Liaising with the Finance team and deal team to steer counterparty KYC and onboarding processes, support fund audit data collection, and facilitate external audit reporting Q&A
  • Identifying, documenting, formalising, and optimising internal administrative processes to improve the efficiency of day-to-day operations and reduce operational / process risk across the fund
  • Locating, collating, and processing external macroeconomic and company data for use in investment research and due diligence.
  • On occasion attend market conferences, seminars, and information sessions to better inform the macroeconomic database and reporting



  • A strong academic pedigree knowledge
  • 2-4 years’ experience ideally from an alternative investment environment but those coming from asset management, private credit or Investment Banking will also be considered
  • Well-developed communication skills and prior experience analyzing and presenting data
  • Advanced Excel skills including data organization and manipulation
  • Financial Modelling – while you won’t need to construct financial models, experience in reading and interpreting data through financial modelling will be highly regarded
  • Strong analytical and problem-solving ability and high attention to detail
  • A creative and rational approach


Applicants must have full working rights in place for Australia to be considered for this opportunity.


The role is based in Sydney. If you possess these qualifications and are interested in exploring this opportunity in the strictest of confidence, please apply below or contact me at lb@platinumpacific.com.au to discuss further.


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