We are seeking a highly analytical and detail-oriented professional to support data management, reporting, and insights across a global investment portfolio. This role sits at the intersection of data analytics, regulatory reporting, and stakeholder engagement, offering significant exposure across investment, asset management, legal, and compliance functions. The successful candidate will bring rigorous analytical discipline, exceptional project management capabilities, and the commercial judgment to translate complex data into actionable insight.
Data Management & Analytics
- Manage large and complex quantitative and qualitative datasets across multiple operational metrics with a high degree of accuracy
- Coordinate and optimize relationships with third-party data and reporting platforms
- Embed robust data quality assurance frameworks, partnering with data providers to enhance accuracy and completeness
- Integrate financial and operational datasets to support analytics and reporting
Monitoring & Performance Tracking
- Build and maintain institutional-grade dashboards to track compliance and performance against regulatory and investor commitments, and maintain central knowledge repositories
- Apply analytical rigor to assess value creation, risk exposure, and mitigation across the portfolio
- Interpret regulatory changes to anticipate and quantify forward-looking risk
- Conduct materiality assessments and stakeholder-priority analysis to inform decision‑making
- Establish escalation protocols to alert responsible parties in cases of underperformance
Reporting & Project Management
- Project-manage recurring reporting cycles across multiple regulatory and disclosure frameworks, ensuring timely, accurate delivery
- Coordinate seamlessly across investment, asset management, legal, and compliance stakeholders
- Produce clear, compelling written materials, including investor communications, case studies, and executive summaries
- Navigate legal and compliance review and sign‑off processes with discipline and attention to detail
Research & Insights
- Research and synthesize emerging themes relevant to investment and portfolio management
- Develop thought leadership, training content, and internal and external updates
- Distill complex market and industry research into concise, actionable summaries for senior audiences
Process Optimization
- Identify and implement automation and AI‑enabled solutions to drive efficiency and scalability
- Develop and maintain toolkits, guidance documents, calculators, and training resources
- Execute administrative and operational processes with precision (e.g., vendor onboarding, contracting, invoicing)
Qualifications & Attributes
- Bachelor's degree in a relevant discipline; strong academic track record
- At least 2 years of professional experience in investing, finance, data analytics or related fields
- Demonstrated experience in data analytics, reporting, or a related field within a fast‑paced, professional environment
Hands‑on experience building with modern AI tooling, including LLMs, prompt engineering, RAG pipelines, embeddings and vector databases
- Exceptional analytical ability with meticulous attention to detail
Exposure to private equity, investment banking, consulting, or operating roles in portfolio companies, with experience supporting data‑informed decision‑making.
- Proven project management and prioritization skills, with the ability to manage competing deadlines
- Outstanding written and verbal communication skills, with the ability to influence diverse stakeholders
- Collaborative team player who thrives in a dynamic, high‑performance culture, and is comfortable working across multiple regions
- Proactive, intellectually curious, and adaptable, with sound commercial judgment and the highest standards of integrity