Investment Data Analytics and Reporting Associate
A leading private equity firm is looking to grow their Reporting team. With a commitment to delivering superior results and excellent client service, the team has established a strong reputation in the industry. They are dedicated to helping their clients achieve their investment goals and maximizing their returns.
This Associate will play a pivotal role in the firms reporting and data analytics initiatives. This role offers the opportunity to work with a dynamic team, interact with a diverse group of clients, and contribute to the growth and success of the firm.
Investment Data Analytics and Reporting Associate Responsibilities
- Responsible for running, validating, and publishing recurring monthly and quarterly performance, portfolio, exposure, cashflow, and benchmark reports.
- Responsible for working across teams on ad hoc data projects and analyses
- Assist in the development of new reports by working with internal teams and understand and document reporting needs
- Run quality assurance tests on reports in a development phase
- Assist in the maintenance of the firm wide data dictionary - document business definitions of data assets as well as data quality controls and rules pertaining to data assets
Investment Data Analytics and Reporting Associate Background
- A bachelor's degree in finance or accounting
- 1+ of experience in a reporting, data analyst or business analyst role within the financial sector, ideally within alternative assets or private equity
- Ability to analyze investment cashflows, performance and benchmarking
- Highly proficient with Excel
- Ability to prioritize multiple projects simultaneously, problem solve, and think outside the box
- Ability to quickly learn new financial models and calculations, with a strong attention to detail
