Junior Analyst - Client Services

Primary Responsibilities

• Data Collection, Validation & External Coordination
• Collect, process, and validate investment data from General Partners (GPs)
• Communicate directly with external stakeholders to resolve discrepancies and ensure data accuracy and completeness
• Develop repeatable workflows for data ingestion, validation, and quality control using Python
• Analytics & Dashboard Development
• Design and maintain interactive dashboards in Power BI for internal and client reporting
• Translate complex financial data into clear, actionable visualizations
• Optimize data models and reporting performance using Power BI and DAX
• Data Processing & Automation
• Use Python (pandas, NumPy, etc.) to clean, transform, and analyze large datasets
• Automate data processing and reporting workflows to improve efficiency and scalability
• Work with SQL and Excel to manage and manipulate structured datasets
• Collaboration & Reporting
• Partner with internal teams to deliver high-quality, data-driven insights
• Support the development of standardized reporting frameworks and templates
• Contribute to improving internal data infrastructure and reporting processes

Secondary Responsibilities

• Analyze fund and portfolio performance trends across sectors and geographies
• Support ad hoc data analysis and reporting requests
• Affort to enhance internal analytics tools and capabilities

Required Skills & Qualifications

• Ability to communicate effectively with both technical teams and external stakeholders
• Strong analytical and problem-solving skills
• Strong proficiency in Python for data analysis, transformation, and automation
• Advanced experience with Power BI (data modeling, DAX, dashboard development)
• Working knowledge of SQL and Excel
• Experience working with large, complex, or multi-source datasets
• Strong written and verbal communication skills in English
• Team-oriented mindset with a proactive, self-starter approach and the ability to work independently in a fast-paced environment

Preferred Qualifications

• Exposure to financial data, private markets, or investment reporting
• Experience building automated reporting workflows or end-to-end data pipelines
• Familiarity with data validation, reconciliation, or audit processes

Pay

$27.50 / hour