1d ago
Client Service Analyst
La Jolla
$68k-$70k / year
full-time Hybridfinance
🛠 Tech Stack
💼 About This Role
You'll join the Portfolio Analytics and Reporting (SPAR) team to support client reporting and data activities. You'll monitor private markets investment activity, compile reports using Power BI, and collaborate with teams to meet deadlines. This role offers exposure to leading private markets firms and proprietary reporting systems.
🎯 What You'll Do
- Monitor and report investment activity of private markets firms
- Use Power BI to compile accurate reports for clients
- Process and reconcile quarterly reports and cash flow data
- Manage data requests and reporting deadlines for clients
📋 Requirements
- Bachelor's degree in finance, economics, or related field
- Experience in data analysis or performance reporting
- Strong analytical skills and attention to detail
📨 Hiring Process
Estimated timeline: 2-4 weeks · AI estimate
- 1Recruiter Screen· 30 min
- 2Hiring Manager Interview· 45 min
- 3Technical Assessment· 60 min
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