Teams at Petra Funds Group

Supports investor relations and business development for private equity and credit funds. Responsibilities include investor communications, fundraising initiatives, diligence management, pitchbooks, RFPs, DDQs, reporting, market research, investor onboarding, and coordination across investment, finance, legal, compliance, and operations teams. The role analyzes fund and portfolio data, develops compelling investment content, manages investor requests, and supports conferences, roadshows, and client meetings.

Supports operational, accounting, and reporting activities for private credit funds and investment vehicles. Processes loan transactions, reconciles cash and positions, monitors covenants, maintains accruals and cash-flow projections, generates invoices, supports performance reporting, and coordinates with clients, administrators, settlement teams, and fund accounting. The role also assists with deal closings, system integrations, audits, and regulatory reporting while maintaining accurate portfolio records.

Oversee accounting, reporting, cash reconciliation, fee calculations, capital activity, financial statements, and performance metrics for private credit funds. Serve as the primary client contact, review transactions and partnership allocations, coordinate investor communications and audits, maintain processes, and mentor junior team members. Collaborate with fund leadership on complex matters including covenant compliance, waterfall mechanics, borrowing base reporting, and client requests.