Data Analyst - OA

RDV Corporation; Grand Rapids (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

OA Private Capital (OAPC) seeks a Data Analyst to support investment reporting document management, portfolio monitoring, valuation, and internal reporting activities. The ideal candidate will have an analytical mindset, strong technical skills, and superior attention to detail.

Based in Grand Rapids, you will develop and maintain internal reports and dashboards, collaborate with the investment team to collect data, monitor cash flow against forecasts, and contribute to continuous improvement of

Qualifications

• Bachelor's degree in Business Analytics, Data Science, or a similar field.
• Strong collaboration and professional demeanor.
• Excellent attention to detail with big-picture data relationships.
• Analytical and curious with a desire to learn.
• Strong organizational skills and ability to work independently.
• Proficiency with Microsoft Excel; PowerBI experience desired.
• Ability to implement and maintain business processes and best practices.
• Discretion with highly confidential information.

Responsibilities

• Leverage platforms to procure, file, and distribute investment reporting documents.
• Collaborate with investment team to collect and enter data for portfolio monitoring and valuations.
• Monitor cash activity against the forecast and flag re-forecasts to the Director of Operations.
• Assist in valuation activities and related reporting.
• Identify opportunities to improve processes and leverage technology to scale operations.
• Provide data quality assurance and support data governance programs.
• Attend internal meetings and educational sessions.
• Execute other projects as assigned.

Skills

Team player

Attention to detail

Analytical mindset

Learning mindset

Organizational skills

Self-directed

Discretion

Education

Bachelor's degree in Business Analytics or Data Science

Tools

Excel

PowerBI

Job description

OA Private Capital (“OAPC” or “the Firm”) manages investments in private equity funds, co-investments in private equity investment opportunities and other traditional and alternative asset classes. The Firm continues to experience growth, creating a fast-paced and dynamic work environment for its employees. The Firm is an affiliate of RDV Corporation, the family office serving the DeVos family.

The Data Analyst will support OAPC’s operations activities, including investment reporting document management, portfolio monitoring, portfolio valuation, internal reporting activities, and continuous improvement of processes. The ideal candidate will have an analytical mindset, strong technical skills, and superior attention to detail.

As an OAPC team member, the successful candidate will grow professionally and create value for the Firm by: (i) performing daily portfolio monitoring and document management activities, (ii) developing and maintaining internal reports and dashboards, (iii) collaborating and communicating effectively with team members in a professional and fast-paced work environment, and (iv) being an active participant in, and contributor to, the continuous improvement of OAPC’s operations.

KEY RESPONSIBILTIES

• Leverage existing technology platforms to ensure that all investment reporting documents are procured, filed, and distributed appropriately.
• Collaborate with OAPC investment team to complete timely and accurate collection and entry of investment-related data to support ongoing portfolio monitoring and semi-annual portfolio valuations.
• Monitor actual cash activity against the cash flow forecast and raise areas that may require re-forecasting to the attention of the Director of Operations.
• Assist in valuation activities, including monitoring the valuation process and supporting valuations reporting activities.
• Effectively follow current processes and best practices; work cross-functionally within OAPC to identify opportunities to improve processes and leverage technology to efficiently scale operations.
• Provide data quality assurance and support OAPC’s data governance programs.
• Attend regular internal meetings and educational sessions.
• Execute other projects as assigned.

QUALIFICATIONS AND SKILLS

• Bachelor's degree, preferably in Business Analytics, Data Science, or a similar field.
• Demonstrates a professional demeanor and has the desire and ability to operate in a collaborative team environment.
• Strong attention to detail combined with the ability to think big picture and understand connected relationships in data.
• Exhibits analytical capability and a curious mind, with a strong desire/capacity to learn.
• Excellent organizational skills and the ability to initiate, prioritize, and follow through on projects, ability to work in a self-directed manner.
• Proficiency with Microsoft software, particularly Excel. Experience working with PowerBI desired. Adaptable to the use of new technologies.
• Ability to implement and maintain business processes and best practices.
• Discretion in handling sensitive, highly confidential information.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.