Data Analyst

TBG | The Bachrach Group; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

The Bachrach Group is seeking a data specialist in New York to support portfolio reporting, data management, and analytics. You will maintain data integrity, build reports and dashboards, and support internal and external reporting needs.

The ideal candidate has 2-3 years of experience in private credit, asset management, or financial analytics, with strong Excel and data visualization skills (Power BI or Tableau).

Qualifications

• Bachelor's or Master's degree in Statistics or Applied Mathematics or equivalent experience
• 1-2 years' Data Analysis experience, within Financial services.

Responsibilities

• Compile and analyze data related to business issues.
• Develop clear visualizations to convey data clearly.
• Maintain portfolio data integrity and build reports/dashboards.

Skills

Excel

Power BI

Tableau

Education

Bachelor's or Master's in Statistics or Applied Mathematics

Job description

Growing private credit manager is looking to add a data specialist to the team. The analyst will be supporting portfolio reporting, data management, and analytics.

The ideal candidate will use their passion for data and analytics to provide insights to the business covering a range of topics. Will be maintaining portfolio data integrity, building reports and dashboards, and supporting internal and external reporting needs.

Key responsibilities include managing portfolio systems, preparing analytics such as credit dashboards and valuation materials, responding to stakeholder data requests, and assisting with investor and fundraising presentations.

The ideal candidate has 2-3 years of overall relevant experience in private credit, asset management, or financial analytics, along with strong technical skills in Excel and data visualization tools such as Power BI or Tableau.

Responsibilities

• Compile and analyze data related to business' issues
• Develop clear visualizations to convey complicated data in a straightforward fashion

Qualifications

• Bachelor's or Master's degree in Statistics or Applied Mathematics or equivalent experience
• 1-2 years' Data Analysis experience, within Financial services.