Data Analytics Associate

4 weeks ago


New York, United States Phaxis Full time

Our client, a private investment firm with a successful track record of building great companies is searching for a data analytics professional to join the data analytics team. This role will be integral in helping to develop the company’s reporting and analytics capabilities to identify and accelerate value creation opportunities at their portfolio companies.

This is a unique career development opportunity for a high performing associate to grow within the business or within the portfolio companies.


The responsibilities for this role will include:

Support the buildout and maintenance of a centralized portfolio company reporting and analytics platform.

Identify and accelerate portfolio company performance improvement opportunities leveraging the centralized reporting and analytics platform as well as other data sources


Development of operational and financial reporting at the portfolio companies and the corporate level

Support deal teams and the portfolio resources team as required on diligence and portfolio company initiatives

Drive tangible bottom line impact



Experience and qualifications:


Bachelor’s degree in a quantitative field

3+ years of FP&A or data analytics experience including reporting & development.

Proficiency with SQL and BI tools

Strong communications and data visualization skills

Familiarity working with middle market manufacturing and business

services companies would be helpful


In addition to the above, attributes that are key to success in this role include:

Analytically oriented and data driven

Synthesizes data effectively

Develops data driven solutions to business problems

Strong communication skills

Collaborative and team oriented


This position requires the ability to work on site a few days each week.



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