Investment BI Analyst - Power BI & SQL Dashboards

The Phoenix Group; New York (NY); Presencial; USD 75 000 - 110 000; Tempo integral

Resumo da oferta

The Phoenix Group Advisors in New York is seeking a Business Intelligence / Data Analyst to join the data and analytics team, focusing on dashboards, financial data, and partnering with stakeholders to deliver reporting. The ideal candidate has 1-4 years in investment management or financial services and is proficient with Power BI and SQL, with experience in Snowflake, Sigma Computing, and dbt.

You will build dashboards, validate data, and support monthly and quarterly reporting; strong

Qualificações

• 1-4 years of professional data analytics, BI, or reporting experience.
• Experience within investment management, asset management, private equity, financial services, banking, or commercial real estate.
• Strong hands-on Power BI experience - this is a key requirement.
• Experience creating dashboards, reports, visualizations, and KPIs for business users.
• Comfortable working with financial, investment, portfolio, fund, transaction, or similar business data.
• Strong data validation and analytical skills.
• Ability to communicate with both technical teams and business stakeholders.
• Exposure to Snowflake and Sigma Computing tools.
• Familiarity with dbt or modern data transformation tools.
• Experience with investment/fund reporting or portfolio analytics.
• Exposure to private equity or commercial real estate data.
• Basic understanding of data modeling and data pipelines.

Responsabilidades

• Build, maintain, and enhance Power BI dashboards and reports used by investment and business teams.
• Work with financial, fund, portfolio, investment, and operational data to support reporting and analysis.
• Write and maintain SQL queries to extract, transform, validate, and analyze data.
• Translate business requirements into dashboards, reports, KPIs, and other analytics solutions.
• Partner with business stakeholders to understand reporting needs and provide actionable insights.
• Validate and reconcile data to ensure reporting is accurate and reliable.
• Analyze information across multiple data sources and troubleshoot discrepancies.
• Collaborate with data and technology teams to understand data sources and improve reporting processes.
• Help automate and improve existing reporting processes.
• Support monthly and quarterly reporting cycles.
• Document reporting logic, metrics, and data definitions.

Conhecimentos

Power BI

SQL

Data analytics

Reporting

Formação académica

Bachelor's degree in a relevant field

Ferramentas

Snowflake

Sigma Computing

dbt

Descrição da oferta de emprego

The Phoenix Group Advisors in New York is seeking a Business Intelligence / Data Analyst to join the data and analytics team, focusing on dashboards, financial data, and partnering with stakeholders to deliver reporting. The ideal candidate has 1-4 years in investment management or financial services and is proficient with Power BI and SQL, with experience in Snowflake, Sigma Computing, and dbt.

You will build dashboards, validate data, and support monthly and quarterly reporting; strong