Business Intelligence Engineer

The Phoenix Group®; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

The Phoenix Group® is seeking a Junior BI & Analytics Engineer to join its data and analytics team in New York, onsite. You’ll help build BI dashboards and analytics solutions for investment, portfolio, finance, and operations teams.

The ideal candidate has 1–3 years in private equity or asset management, with hands-on experience in Power BI, Sigma Computing, SQL, and dbt, and a passion for turning data into actionable insights.

Qualifications

• 1–3 years of professional experience in BI, analytics engineering, or a related role.
• Experience in private equity, asset management, or investment environments is preferred.
• Hands-on experience with Power BI and Sigma Computing, SQL, and dbt.

Responsibilities

• Build, maintain, and enhance BI dashboards and analytics using Power BI and Sigma Computing.
• Develop and maintain dbt models to transform raw data into analytics-ready datasets.
• Write and optimize SQL queries for transformation, reporting, and analysis.
• Collaborate with investment, portfolio management, finance, and operations teams to gather requirements.
• Translate business questions into dashboards, KPIs, and scalable data models.
• Work with data from multiple sources to support investment reporting.
• Perform data validation, testing, and quality checks for reporting accuracy.

Skills

Analytical thinking

Stakeholder communication

Data interpretation

Tools

Power BI

Sigma Computing

SQL

dbt

Excel

Job description

Junior BI & Analytics Engineer

Location: New York, NY – Onsite

Experience: 1–3 Years

Industry: Private Equity / Asset Management / Investment Management

Position Overview

We are seeking a Junior BI & Analytics Engineer to join a growing data and analytics team within a leading investment management organization. This individual will help build and maintain business intelligence and analytics solutions that provide investment, portfolio, finance, and operational teams with better access to data and actionable insights.

The ideal candidate has 1–3 years of experience within private equity, asset management, or a similar investment environment and hands‑on experience with Power BI, Sigma Computing, SQL, and dbt.

This is an excellent opportunity for an early-career data professional who understands financial and investment data and wants to develop deeper expertise across both BI and analytics engineering.

Responsibilities

• Build, maintain, and enhance BI dashboards, reports, and analytics solutions using Power BI and Sigma Computing.
• Develop and maintain dbt models to transform raw data into clean, reliable, analytics-ready datasets.
• Write and optimize SQL queries for data transformation, reporting, and analysis.
• Partner with investment, portfolio management, finance, operations, and other business teams to understand reporting and analytics requirements.
• Translate business questions into intuitive dashboards, KPIs, and scalable data models.
• Work with data from multiple internal and external sources to support investment and portfolio reporting.
• Perform data validation, testing, and quality checks to ensure reporting accuracy and consistency.
• Help automate existing manual and Excel-based reporting processes.
• Support the development of scalable analytics and reporting solutions as the firm's data capabilities continue to grow.
• Assist senior members of the data team with ad hoc analysis and broader data initiatives.

Qualifications

• 1–3 years of professional experience in business intelligence, analytics engineering, data analytics, or a related role.
• Prior experience within private equity, asset management, investment management, or a closely related financial services environment is required.
• Hands‑on experience with Power BI and/or Sigma Computing.
• Hands‑on experience with dbt, including building or maintaining data models and transformations.
• Strong working knowledge of SQL.
• Experience working with financial, investment, fund, portfolio, or performance‑related data.
• Strong Excel skills and an understanding of how to transition manual reporting processes into scalable BI and data solutions.
• Ability to communicate effectively with both technical and non‑technical stakeholders.
• Strong attention to detail, analytical thinking, and problem‑solving skills.

Preferred Qualifications

• Exposure to Snowflake or another modern cloud data warehouse.
• Experience with both Sigma and Power BI.
• Familiarity with private markets concepts such as funds, portfolios, investments, performance, valuations, capital activity, or AUM.
• Exposure to platforms such as iLevel, Anaplan, Databricks, or similar investment/data platforms.
• Basic Python experience is a plus.

Ideal Profile

The ideal candidate is an early‑career BI / Analytics Engineer who has already worked within private equity or asset management and can bridge the gap between data and the business. They should be comfortable using SQL and dbt to model and transform data, then leveraging Sigma and Power BI to turn that data into dashboards and actionable insights for investment and business stakeholders.