Portfolio Analysis Associate

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Summary

$50B AUM Private Equity Fund in NYC is hiring a Portfolio Analyst!!


Company Information:

$50B AUM Private Equity Fund in NYC


Job Description:

Position: Business Systems Analyst
Reports to: Portfolio Analytics Group

About the Role:
Opportunity to join the Portfolio Analytics group as a platform administrator, assisting in the management and maintenance of iLEVEL, a cloud-based data repository, housing both portfolio company and Fund level data which serves as the backbone of the Firm’s internal and external reporting. The individual will help implement and enforce data standards and collection procedures that align to the Firm’s ever changing reporting needs.

The individual will liaise with Deal Professionals, various Accounting groups, Fundraising/Investor Relations, ESG, Value Creation, and Legal in the preparation and dissemination of quarterly portfolio reporting, regulatory reporting, and Limited Partner inquiries. The individual will also collaborate with the firm’s IT application development team in the ongoing development and maintenance of the Firm’s internally developed reporting platform.

Responsibilities will include, but are not limited to, the following:

• Maintenance and continued operations of the iLEVEL platform
o Assist with streamlining the collection of portfolio company data from deal professionals and portfolio companies
o Examine the quality of information provided
o Manage the onboarding of users and assist with administering the appropriate training
o Work on ad-hoc cross-group data related initiatives
• Maintenance and implementation of continued design enhancement of the firm’s reporting platform
o Liaise with group project coordinator and IT development team on the development pipeline/product roadmap
o Liaise with IT development team on continued system design along with testing of system development and integration
o Assist in the quarterly review and circulation of reporting materials
• Development of business intelligence tools, databases, and dashboards
• Preparation of quarterly external reporting
• Assisting fundraising and investor relations teams with the preparation of Limited Partner requests

Qualifications

• Bachelor’s degree in computer and information science or business information technology preferred
• 1-2 years of data administration or data architecture experience
• Understanding of the Private Equity business or asset management is a plus
• Proficiency in Microsoft’s suite of office products (Excel, Word, PowerPoint)
• Working knowledge of business intelligence tools (e.g., Alteryx, Tableau, PowerBI) or business specific platforms (e.g., iLEVEL, CapIQ) is a plus
• Proven ability to build relationships at all levels
• Ability to identify, examine, improve, and streamline complex work processes
• Proactive thinking with creative problem-solving approach
• Strong organizational, project execution, and program management experience
• Exceptional integrity and professionalism


Requirements / Qualifications:

Qualifications

• Bachelor’s degree in computer and information science or business information technology preferred
• 1-2 years of data administration or data architecture experience
• Understanding of the Private Equity business or asset management is a plus
• Proficiency in Microsoft’s suite of office products (Excel, Word, PowerPoint)
• Working knowledge of business intelligence tools (e.g., Alteryx, Tableau, PowerBI) or business specific platforms (e.g., iLEVEL, CapIQ) is a plus
• Proven ability to build relationships at all levels
• Ability to identify, examine, improve, and streamline complex work processes
• Proactive thinking with creative problem-solving approach
• Strong organizational, project execution, and program management experience
• Exceptional integrity and professionalism

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