Investment Analytics Specialist

2 weeks ago


Austin, Texas, United States The Ladders Full time
Position Overview

The Ladders is seeking a Finance Analyst to become a vital member of our Analytics division. This team serves as the operators and experts in financial insights, focusing on enhancing value through data-driven decision-making.

The Analytics division is tasked with gathering, reporting, and interpreting data from portfolio companies, collaborating with various stakeholders to foster value creation through insightful analysis.

Key Responsibilities
  • Conduct in-depth analyses utilizing financial and operational data from portfolio companies for internal and external stakeholders.
  • Design and manage dashboards that support our business intelligence initiatives, catering to various levels of the organization.
  • Establish data processes and workflows aimed at increasing automation and efficiency in recurring deliverables.
  • Perform ad hoc analyses in Excel, integrating multiple data sources to fulfill specific requests.
  • Engage with and provide support to our internal clients within the organization and our partner companies.
  • Contribute to the overarching mission of the Analytics team by leveraging data to unlock value for the organization and its partners.
Qualifications
  • 2-4 years of relevant experience in a prestigious management consultancy, investment banking, or a leading technology firm, ideally in a financial planning and analysis, data, or analytics capacity.
  • Bachelor's degree from a reputable institution, preferably in a quantitative discipline such as Computer Science, Finance, Mathematics, or Economics.
  • Exceptional written and verbal communication skills, with experience in presenting quantitative findings effectively.
  • Adept at navigating ambiguity; capable of structuring and clarifying complex issues with minimal guidance.
  • Proficient in creating one-off analyses in Excel with clear outputs for senior management.
  • Strong analytical, problem-solving, and communication abilities; financial modeling skills are advantageous.
  • Proven history of utilizing data and insights to enhance business operations.
  • Experience in building reports and analyses using SQL, Alteryx, or similar ETL tools, Python, and data visualization platforms (e.g., Tableau, Power BI) is a plus.
Company Overview

The Ladders is a prominent global investment firm dedicated to investing in enterprise software, data, and technology-driven organizations across various strategies. Our approach emphasizes the creation of lasting market value for our extensive ecosystem of investors, companies, customers, and employees. The focus of our Analytics team is to accelerate the corporate development of our partner companies, fostering software businesses that excel in product excellence and operational efficiency. Our collective expertise and resources empower companies to seize opportunities, scale effectively, and achieve sustainable growth that benefits all stakeholders.

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