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Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK

PER

London

On-site

GBP 40,000 - 50,000

Full time

6 days ago

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Job summary

A leading growth markets specialist in sustainable infrastructure seeks a Portfolio Data Associate in London. This role involves developing robust reporting capabilities and driving process efficiencies within a high-performing team. Ideal candidates will have a strong background in data analytics, particularly in financial services, and be skilled in tools like Power BI and SQL.

Qualifications

Experience in data analytics or similar role, preferably in financial services.
Strong competency with PowerBI and automation tools.
Advanced Excel proficiency, including pivot tables, VLOOKUP.

Responsibilities

Build understanding of fund services processes for insights.
Collaborate to design and implement business solutions.
Design processes for accurate data input and storage.

Skills

Data Analysis

Problem-Solving

Communication skills

Attention to detail

Education

Bachelor's degree in Computer Science, Data Science, Information Systems, Statistics

Tools

Power BI

Tableau

Excel

SQL

Python

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About Our Client

This is an excellent opportunity to join a leading growth markets specialist with a global focus on sustainable infrastructure. As a key member of a high-performing team, you will support activities across the full fund lifecycle and contribute to the successful implementation of a new fund services platform. In this role, you'll collaborate with global teams to develop and maintain robust reporting capabilities, drive process efficiencies, and deliver high-quality data solutions that enable informed decision-making.

Build a strong understanding of fund services processes across the fund lifecycle to provide operational and commercial insights
Collaborate with transformation teams to design and implement integrated business solutions
Design and maintain processes for accurate data input, storage, and flow to improve fund reporting and analysis
Build and enhance sustainable reporting solutions using tools such as Power BI, Tableau, and SSRS
Leverage Excel for complex data analysis (including pivot tables, VLOOKUP)

Who we are looking for

Bachelor's degree in Computer Science, Data Science, Information Systems, Statistics, or related field
Experience in data analytics or similar role, preferably in financial services
Strong competency with PowerBI and automation tools
Advanced Excel proficiency
Strong competency with SQL and Python is preferred
Skilled in managing and structuring large datasets to extract meaningful insights
Excellent problem-solving abilities, strong communication skills, and high attention to detail
A collaborative team player with the ability to build strong cross-functional relationships

Seniority level

Seniority level
Associate

Employment type

Employment type
Full-time

Job function

Job function
Finance
Industries
Venture Capital and Private Equity Principals

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