A middle-market private equity investment firm is seeking a Credit Portfolio Data Analyst to manage data integrity and support reporting processes for credit portfolio companies
Requirements
- Technical proficiency in Excel
- Experience with iLevel, Sentry, Tableau, Power BI, or Alteryx is a plus
- Demonstrated ability to manage complex data sets and ensure accuracy
Responsibilities
- Oversee and coordinate quarterly data inputs for credit portfolio companies
- Verify and contextualize quarter-over-quarter changes for accuracy and consistency
- Develop reporting templates and automated processes to enhance scalability
- Design and lead proactive data quality audits
- Create and maintain documentation of data processes, templates, and workflows
- Support the creation of quarterly LP reporting materials
- Contribute to long-term dashboard development using visualization tools
Other
- Bachelor’s degree required
- 2–5 years of relevant experience in finance, data analytics, or investment operations
- Quantitative or analytical focus preferred
- Collaborate with various teams to fulfill ad hoc LP and portfolio data requests
- Partner with Investor Relations on fundraising and marketing deliverables
