Financial Data & AI Associate

Private Equity; Boston (MA); Presencial; USD 85 000 - 110 000; Tempo integral

Resumo da oferta

Private Equity seeks a Financial Data & AI Associate to join a growing data function within our investment organization. This is an excellent opportunity for a finance professional who wants to transition into data, automation, and AI while leveraging their accounting or investment experience.

You will build dashboards, workflows, and analytical tools using Power BI, SQL, Python, Alteryx, and AI tools, and partner with Finance, Technology, and Investment teams to improve data quality and

Qualificações

• 2+ years of experience in fund accounting, financial reporting, investment operations, public accounting, or a related field.
• Strong interest in data, analytics, automation, and AI.
• Analytical, detail-oriented, proactive, and curious.
• Strong communication and problem-solving skills.

Responsabilidades

• Provide financial data and analysis to Investor Relations, investment teams, and senior leadership.
• Identify manual processes and develop automated solutions.
• Build dashboards, workflows, and analytical tools using Power BI, SQL, Python, Alteryx, and AI tools.
• Partner with Finance, Technology, and Investment teams to improve data quality and processes.
• Take ownership of projects from idea through implementation.

Conhecimentos

Analytical thinking

Attention to detail

Communication

Problem-solving

Ferramentas

Power BI

SQL

Python

Alteryx

AI tools

Descrição da oferta de emprego

We are seeking a Financial Data & AI Associate to join a growing data function within an investment organization. This is an excellent opportunity for a finance professional who wants to transition into data, automation, and AI while leveraging their accounting or investment experience.

Responsibilities

• Provide financial data and analysis to Investor Relations, investment teams, and senior leadership.
• Identify manual processes and develop automated solutions.
• Build dashboards, workflows, and analytical tools using Power BI, SQL, Python, Alteryx, and AI tools.
• Partner with Finance, Technology, and Investment teams to improve data quality and processes.
• Take ownership of projects from idea through implementation.

Qualifications

• 2+ years of experience in fund accounting, financial reporting, investment operations, public accounting, or a related field.
• Strong interest in data, analytics, automation, and AI.
• Highly analytical, detail-oriented, proactive, and curious.
• Strong communication and problem-solving skills.
• Experience with Power BI, SQL, Python, Alteryx, or similar tools is a plus.
• Private equity, alternative investments, fund accounting, CPA/CFA, or AI experience is a plus.

A great opportunity for a finance professional looking to build a career at the intersection of finance, data, and technology.