Head of Fund Analytics and Automation
Posted Updated
Build and operate the credit fund’s end-to-end data and automation platform, including deal workflows, borrower data ingestion, credit scoring and forecasting, investor pipelines, dashboards, security, auditability, and post-close portfolio monitoring.
Responsibilities
- Design and run the deal workflow from origination intake through closing
- Implement governed workflow automation with schema validation, human review, and audit trails
- Build the ingestion and storage layer for borrower financials and payment telemetry
- Develop and monitor credit scoring and forecasting models in Python
- Maintain model evaluation and regression checks
- Build and operate the investor pipeline, CRM automation, and data room
- Instrument LP pipeline conversion rates, stage aging, and next actions
- Ship fund-level investor reporting and facility-level borrower reporting
- Implement cost monitoring, regression canaries, access controls, and data protection
- Document runbooks and handover-ready operating procedures
- Monitor portfolios, covenants, collateral, scenarios, and stress cases
- Present dashboards and financial data to investors and borrowers
Requirements
- 7+ years across data analytics or data engineering
- Recent hands-on experience building and running production automation
- Production experience with LLM-based automation, schema validation, human review gates, evaluation, regression testing, and cost-tiered model routing
- Strong SQL and Python skills
- End-to-end PostgreSQL or similar data platform ownership, including ETL, materialized views, performance tuning, and data contracts
- Workflow orchestration experience with n8n, Airflow, or comparable tools
- Experience with Tableau, Power BI, Qlik, or equivalent web dashboards
- Experience implementing role-based access, deny-by-default policies, audit trails, and PII handling
- A degree in finance or a quantitative field
- Experience in portfolio analytics, market risk, or credit
- Strong written and spoken English
- Experience with private credit, lending, or fund operations preferred
- Forecasting and statistical modeling experience preferred
- Experience with embeddings, semantic search, or multi-model AI setups preferred
- Web development experience with React, TypeScript, or similar preferred
- Experience in audited or regulated environments preferred
Benefits
- 100% company-paid medical insurance
- 100% company-paid dental insurance
- 100% company-paid vision insurance
- Unlimited flexible time off