Portfolio Data Analyst - Private Credit Analytics

TBG | The Bachrach Group; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

The Bachrach Group is seeking a data specialist in New York to support portfolio reporting, data management, and analytics. You will maintain data integrity, build reports and dashboards, and support internal and external reporting needs.

The ideal candidate has 2-3 years of experience in private credit, asset management, or financial analytics, with strong Excel and data visualization skills (Power BI or Tableau).

Qualifications

• Bachelor's or Master's degree in Statistics or Applied Mathematics or equivalent experience
• 1-2 years' Data Analysis experience, within Financial services.

Responsibilities

• Compile and analyze data related to business issues.
• Develop clear visualizations to convey data clearly.
• Maintain portfolio data integrity and build reports/dashboards.

Skills

Excel

Power BI

Tableau

Education

Bachelor's or Master's in Statistics or Applied Mathematics

Job description

The Bachrach Group is seeking a data specialist in New York to support portfolio reporting, data management, and analytics. You will maintain data integrity, build reports and dashboards, and support internal and external reporting needs.

The ideal candidate has 2-3 years of experience in private credit, asset management, or financial analytics, with strong Excel and data visualization skills (Power BI or Tableau).