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Data Impact Associate

4 months ago

Raleigh, North Carolina, United States Selby Jennings Full time

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