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

  1. 1Recruiter Screen· 30 min
  2. 2Hiring Manager Interview· 45 min
  3. 3Technical Assessment· 60 min
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