Senior Associate, Private Equity Analytics & AI Solutions

Origin Staffing; Boston (MA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Origin Staffing is partnering with a leading private equity analytics team to hire a Senior Associate. This role focuses on turning financial data into actionable reporting and analytics, with exposure to AI-assisted coding and automation.

The successful candidate will build dashboards and tools using Power BI and Python, support investor relations, and collaborate across Finance, Investment Professionals, and Technology teams to drive process improvements.

Qualifikationen

• Bachelor's degree in Accounting, Finance, or related field.
• CPA or CFA designation (or progress toward) is a plus.
• Strong foundation in accounting and financial data.

Aufgaben

• Prepare and deliver financial and operational data, analysis, and customized reporting to support investor requests, fundraising, and senior leadership.
• Develop reporting tools, dashboards, and analytical solutions using private equity data.
• Identify manual workflows and develop more efficient solutions using Excel, Power BI, Alteryx, Python, and other technologies.
• Help develop new AI-assisted coding tools and emerging technologies to improve reporting and analytics.

Kenntnisse

Analytical mindset

Attention to detail

Communication

Proactive problem solving

Curiosity about AI

Ausbildung

Bachelor's degree in Accounting or Finance

CPA or CFA designation (or progress toward)

Tools

SQL

Python

Power BI

DAX

Alteryx

Jobbeschreibung

Origin Staffing is partnering with a leading private equity analytics team to hire a Senior Associate. This role focuses on turning financial data into actionable reporting and analytics, with exposure to AI-assisted coding and automation.

The successful candidate will build dashboards and tools using Power BI and Python, support investor relations, and collaborate across Finance, Investment Professionals, and Technology teams to drive process improvements.