Portfolio Reporting

3 days ago


Miami, United States Korn Ferry Full time

Financial Data Analyst, Reporting & Analytics - PE

Location: Miami, FL

Company: Private Equity Fund


Job Description:

We are looking for a highly skilled Financial Data Analyst to join a growing private equity fund in Miami. This role is essential for analyzing fund performance and providing insightful reports to investors. If you are passionate about data analytics and thrive in a dynamic environment, this is a great opportunity for you to advance your career.


Key Responsibilities:

  • Analyze fund performance metrics and prepare comprehensive reports for internal and external stakeholders, including investors.
  • Develop and maintain financial models to support investment strategies and decision-making.
  • Collaborate with investment teams to gather and interpret data, ensuring accuracy and relevance in reporting.
  • Create and automate dashboards and visualizations to effectively communicate key performance indicators (KPIs).
  • Conduct market research and competitor analysis to inform investment strategies and reporting.
  • Assist in the preparation of quarterly and annual investor presentations and reports.
  • Support the implementation of reporting processes and tools to enhance data accuracy and efficiency.
  • Monitor and ensure compliance with relevant regulations and best practices in financial reporting.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, Data Analytics, or a related field.
  • 2-4 years of experience in reporting, analytics, or financial analysis, preferably in private equity or investment management.
  • Proficient in data analysis tools (e.g., Excel, SQL, Tableau, or similar).
  • Strong analytical and problem-solving skills with attention to detail.
  • Excellent communication skills, both written and verbal, with the ability to present complex information clearly.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong organizational skills and the ability to manage multiple projects simultaneously.


SE# 510683499



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