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Adams Street Partners

Associate, Performance & Client Reporting

Adams Street Partners

Chicago, IL · full time · Junior

$95,000 – $115,000

Listed on Adams Street Partners’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

Adams Street Partners seeks an analytical professional to own recurring performance reporting processes for their institutional and private wealth client base, including customized reporting, portfolio analytics, and data quality oversight. This role suits detail-oriented candidates with financial services experience who are eager to improve workflows through automation and standardization while supporting a collaborative global investment firm.

Our summary, not Adams Street Partners’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • Bachelor's degree in Finance, Accounting, Statistics, or related analytical field
  • 2-4 years of experience in investment performance, client reporting, portfolio analytics, investment operations, or data analytics
  • Strong analytical aptitude and attention to detail with ability to work with complex financial datasets
  • Organizational and project-management skills with ability to own recurring deliverables and manage deadlines
  • Intermediate Microsoft Excel skills including data manipulation, reconciliation, and analysis
  • Written and verbal communication skills with ability to prepare client-facing materials

Nice to have

  • Familiarity with Power Query, Power BI, AI-enabled tools, or other reporting automation technologies
  • Knowledge of private markets, investment performance measurement, or private-market fund structures
  • CFA, CAIA, CIPM, or progress toward a relevant professional designation
  • Experience with process improvement and automation

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