3h ago

Analyst - DATS

La Jolla

$68,000-$70,595 / year

full-timejunior Hybridprivate equity

Tech Stack

Description

You will provide data-driven support for business development and RFP activities at a global private markets specialist, compiling accurate responses using performance reporting systems and analytics tools like Power BI. You'll collaborate with cross-functional teams and conduct custom analyses to demonstrate the firm's capabilities.

Requirements

  • Bachelor's degree in finance, business, accounting, economics, or equivalent
  • At least one year of relevant experience
  • Strong analytical and organizational skills with high attention to detail
  • Experience with data analytics software such as Power BI, Power Query, SQL, and DAX
  • Proactive problem-solving and effective communication of numerical information

Responsibilities

  • Complete data-related responses for RFPs and business development activities
  • Use Power BI, Power Query, and Excel to compile accurate data deliverables
  • Collaborate with cross-functional teams to compile data items and generate Statements of Work
  • Perform customized ad-hoc analyses on track record composites and AUM datasets
  • Develop and enhance presentation data-related content for marketing materials
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