Data & Analytics- Vice President

Petra Funds Group; New York (NY); Hybrid; USD 146,000 - 219,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Petra Funds Group seeks a Data & Analytics Vice President to lead the enterprise data strategy and analytics capabilities. You will partner with Investment, Finance, Operations, and Technology teams to build a modern data ecosystem supporting investment decisions, reporting, and growth.

The role requires deep technical expertise and strong business acumen within asset management, with responsibilities spanning governance, data engineering, and executive dashboards. Hybrid work is available.

Qualifications

• Bachelor’s degree required in CS, IS, Data Analytics, Engineering, Mathematics, Finance, or related field.
• 10+ years in data engineering, analytics, BI, or enterprise data management.
• 5+ years leading technical teams and enterprise data initiatives.
• Experience in asset management or financial services preferred.
• Strong knowledge of investment data, fund structures and portfolio reporting.
• Experience with cloud platforms (Azure, AWS, or Google Cloud).
• Proficiency in SQL and modern data warehouse tech.
• Experience with ETL/ELT frameworks and data pipelines.
• Experience with BI platforms (Power BI, Tableau, Looker).
• Excellent project and stakeholder management, with strong communication.

Responsibilities

• Develop and execute the firm’s enterprise data and analytics strategy.
• Build scalable data architecture to support investment and reporting needs.
• Lead and mentor data engineers, analysts, and BI developers.
• Partner with executives to prioritize data initiatives and tech investments.
• Oversee design and maintenance of enterprise data platforms and pipelines.
• Integrate data across portfolio management systems, CRM, fund accounting, and data providers.
• Ensure data quality, security, and accessibility across business units.
• Evaluate cloud-based platforms and modern analytics tech.
• Develop executive dashboards and KPI reporting for multiple domains.
• Collaborate with investment teams to enhance portfolio analytics and risk reporting.
• Deliver self-service reporting through modern BI tools and automate reporting where possible.
• Establish data governance, metadata, and data stewardship processes.
• Ensure regulatory, privacy, and cybersecurity compliance.
• Define master data management standards and data controls.

Skills

Leadership experience

Data governance

Data architecture

Cloud platforms

SQL

Data warehousing

ETL/ELT

BI tools

Stakeholder management

Executive communication

Education

Bachelor’s degree in Computer Science or related field

Tools

Power BI

Tableau

Looker

Azure

AWS

Google Cloud

Job description

As the Data & Analytics- Vice President, this individual will lead our Client's enterprise data strategy and analytics capabilities. This individual will partner closely with Investment, Investor Relations, Finance, Operations, Compliance, and Technology teams to build a modern data ecosystem that supports investment decision-making, operational efficiency, regulatory reporting, and business growth.

The ideal candidate combines deep technical expertise with strong business acumen, particularly within the asset management industry. This leader will establish data governance standards, oversee data engineering and business intelligence initiatives, and deliver actionable insights across public and private equity and credit investment strategies.

Key Responsibilities:

• Develop and execute the firm’s enterprise data and analytics strategy aligned with business objectives.
• Establish a scalable data architecture that supports investment, operational, financial, and client reporting needs.
• Lead and mentor a high-performing team of data engineers, analytics professionals, and BI developers.
• Partner with executive leadership to prioritize data initiatives and technology investments.
• Oversee the design, implementation, and maintenance of enterprise data platforms and pipelines.
• Integrate data across portfolio management systems, CRM platforms, fund accounting systems, market data providers, and external vendors.
• Ensure data quality, integrity, security, and accessibility across all business functions.
• Evaluate and implement cloud-based data platforms, data warehouses, and modern analytics technologies.
• Develop executive dashboards and KPI reporting for investment performance, fundraising, portfolio monitoring, operations, and finance.
• Partner with investment professionals to enhance portfolio analytics, attribution reporting, risk analytics, and performance measurement.
• Deliver self-service reporting capabilities using modern BI tools.
• Identify opportunities to automate manual reporting and operational processes.
• Establish enterprise data governance policies, metadata management, and data stewardship processes.
• Ensure compliance with regulatory, privacy, and cybersecurity requirements.
• Define data standards and master data management practices.
• Monitor data controls and partner with Internal Audit, Compliance, and Risk teams.
• Serve as the primary liaison between business stakeholders and technology teams.
• Translate business requirements into scalable technical solutions.
• Lead enterprise data transformation initiatives from planning through execution.

What You'll Need:

• Bachelor’s degree in Computer Science, Information Systems, Data Analytics, Engineering, Mathematics, Finance, or related field.
• 10+ years of progressive experience in data engineering, analytics, business intelligence, or enterprise data management.
• 5+ years of leadership experience managing technical teams and enterprise data initiatives.
• Experience within asset management, private equity, credit, hedge funds, investment management, banking, or financial services.
• Strong understanding of investment data, fund structures, portfolio reporting, and financial data management.
• Experience with cloud platforms such as Azure, AWS, or Google Cloud.
• Expertise in SQL and modern data warehouse technologies.
• Experience with ETL/ELT frameworks and data pipeline development.
• Experience with BI platforms such as Power BI, Tableau, or Looker.
• Strong project management and stakeholder management skills.
• Excellent communication and executive presentation abilities.

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $146,000 - $219,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

How We Care

We believe people do their best work when they feel supported - personally and professionally. That's why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include:

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum - available to employees enrolled in our high-deductible health plan*
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away
• Flexible paid time off to recharge, travel, or take care of what matters most
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year
• Hybrid work environment that offers flexibility and supports work-life balance

*Funded amount is prorated for new hires.

What We're Proud Of

We're proud of many milestones, but we're especially honored by the recognition we've received for our workplace experience:

• Certified Great Place to Work, based on direct feedback from our employees about trust and overall culture.
• Fortune Best Medium Workplaces and Best Financial Services & Insurance Workplaces, highlighting our commitment to building an environment where people thrive.