
Portfolio Data Operations Specialist
1 day ago
This role is an exciting opportunity for individuals seeking positions at the intersection of data and finance. As a member of our team, you will be responsible for collecting, managing, and harnessing the power of data across our diverse business activities.
We are building an enterprise data operations group to ensure all data from our Private Markets business is controlled, consumable, and curated to deliver insights and analytics to key internal and external constituents.
The ideal candidate would have the unique combination of business acumen, strong data analysis & technical skills, and a passion/interest in private markets investing. The candidate should also be knowledgeable of industry leading practices around data management & governance, have strong verbal/written communication skills, and be a good cultural fit with an emphasis on collaboration, excellence, and action-oriented results.
Key Responsibilities:- Perform monthly and quarterly data collection and reporting from financial statements using portfolio monitoring technology
- Uphold disciplined and consistent data management; preserving a single source of truth for Portfolio Company data across its lifecycle, including on-boarding new companies, monitoring existing companies, and reporting on exit activities
- Create, maintain, and enhance recurring executive-level dashboards
- Deliver ad hoc financial and operational data requests to various stakeholders across the firm
We are looking for candidates who possess the following qualifications:
- Bachelor's Degree or equivalent work experience required
- 4 years of finance/accounting, data analytics, data operations, consulting, or similar field required
- Certifications or advanced degrees in accounting, finance, analytics, or similar preferred
We offer a comprehensive compensation package that includes competitive salary, benefits, and opportunities for professional growth and development.
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