Investment Data & Analytics Analyst

Private Equity; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading investment firm is seeking an Investment Data & Analytics Analyst to build automated reporting and optimize data workflows. This role emphasizes the use of Power BI, Python, and SQL, helping to transform complex data into actionable insights. Ideal candidates should have over 2 years of experience in data analytics within finance or investment sectors. This opportunity provides visibility to senior stakeholders and potential for growth into leadership roles.

Qualifications

• 2+ years of data analytics experience in finance, accounting, or investment.
• Strong Power BI expertise including data modeling and advanced visualizations.
• Proficiency in Python and SQL.

Responsibilities

• Build automated reporting solutions using Power BI, Python, and SQL.
• Design scalable data workflows to improve accuracy.
• Create dynamic dashboards for portfolio data.

Skills

Power BI

Python

SQL

Data Analytics

Project Management

Job description

Title: Investment Data & Analytics Analyst

About the Role

We’re looking for a driven, tech-savvy analytics professional who wants to make a real impact within a fast-paced investment environment. This role sits at the intersection of finance and technology, focused on building smarter systems, automating reporting, and turning complex portfolio data into clear, actionable insights.

If you enjoy solving problems, improving processes, and working directly with investment and finance teams to influence decision-making, this is a high-visibility opportunity with strong growth potential.

What You’ll Do

• Build automated reporting solutions using Power BI, Python, and SQL.
• Design scalable data workflows that reduce manual effort and improve accuracy.
• Create dynamic dashboards that simplify complex investment and portfolio data.
• Partner cross-functionally to solve business challenges and implement data-driven solutions.
• Improve data integrity and contribute to broader governance initiatives.

What You Bring

• 2+ years of data analytics experience in finance, accounting, or an investment setting.
• Strong Power BI expertise (data modeling, DAX, advanced visualizations).
• Proficiency in Python and SQL.
• A proactive mindset, strong project management skills, and the ability to work independently.
• Interest in investment strategies and financial markets.

Why This Role?

You’ll gain exposure to senior stakeholders, help shape how data is leveraged across the platform, and position yourself for advancement into senior analytics or finance leadership roles.

This is an opportunity to build, innovate, and grow.