Our client is a large financial services company.

Role Summary

As an Associate in Data Analytics and Reporting, you will play a key role in managing and enhancing the firm’s investments data ecosystem. You will lead data initiatives related to private investments, ensuring data quality, consistency, and accessibility across platforms and teams. This role is ideal for someone who thrives in a data-driven environment and is passionate about improving business outcomes through analytics and reporting.

Key Responsibilities

Lead Data Initiatives: Project manage data integration efforts with GLASFunds and other third-party providers to streamline and enhance data flows.
Maintain Dashboards: Track and report on commitments and NAVs across Alternative Investments platforms and funds.
Ensure Data Quality: Conduct regular audits and collaborate with local offices to validate and improve the accuracy and completeness of data.
Support Integrations: Assist in the design and implementation of new data integrations to support the evolving needs of the platform.
Drive Reporting Excellence: Develop and maintain dashboards and reports that provide actionable insights into investments and performance.
Collaborate Cross-Functionally: Partner with investment, operations, and technology teams to align data initiatives with business goals.
Document Data Standards: Maintain clear documentation of data sources, models, and pipelines related to reporting.

Technical Skillset Requirements

Proficiency in data analytics tools such as SQL, DBT, Python, Tableau, and Excel
Experience working with structured and unstructured data, especially in financial services or investment contexts
Ability to manage end-to-end analytics projects, from requirements gathering to delivery
Strong data visualization and storytelling skills to support decision-making
Experience working with disparate data sources and ensuring data integrity
Preferred: Experience with investment data, especially Alternatives (e.g., private equity, hedge funds, real assets)
Preferred: Familiarity with Databricks, Salesforce, Addepar, and/or iCapital platforms

Core Competencies

Strong analytical and problem-solving skills
High attention to detail and data accuracy
Effective communicator with the ability to explain complex data concepts to non-technical stakeholders
Self-starter with a proactive, ownership-driven mindset
Ability to manage multiple priorities in a fast-paced environment
Commitment to professionalism and confidentiality

Qualifications

Bachelor’s degree in a quantitative discipline (e.g., Finance, Economics, Statistics, Computer Science).
1–3+ years of experience in data analytics, reporting, or investment operations roles, with a preference in Wealth or Asset Management.

The salary for this position is between USD115,000.00 and USD135,000.00.

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law.

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