Performance Reporting

Overview

• The Performance Reporting Analyst will join a dynamic team within a leading financial services firm.
• Contribute to the firm's digital transformation efforts by enhancing data accessibility and analytics capabilities.
• Collaborate with investment professionals, fund accounting, and investor relations teams to provide strategic insights.
• Develop and maintain reliable data pipelines and analytical models using SQL and Python.
• Deliver impactful dashboards and reports to support critical business initiatives and decision-making processes.
• Engage with cross-functional teams to ensure data accuracy and governance practices.
• Participate in monthly and quarterly reporting cycles, addressing ad hoc business requests effectively.
• Opportunity to work in a hybrid environment, combining in-office collaboration with remote flexibility.

Key Responsibilities & Duties

• Develop and maintain data pipelines and analytical models using SQL and Python to support performance analytics.
• Create dynamic performance reports and analytics for hedge fund and private equity portfolios.
• Collaborate with cross-functional teams to ensure accurate data and timely deliverables.
• Design and deliver dashboards, reports, and self-service tools for strategic initiatives.
• Provide insights and analytics to support executive decision-making and strategic initiatives.
• Contribute to data governance and management practices in collaboration with relevant teams.
• Document requirements, logic, and methodologies for data pipelines and solutions.
• Troubleshoot data stack inputs and dashboards to ensure data quality and efficiency.

Job Requirements

• Bachelor's degree in Computer Science, Data Science, Mathematics, Information Systems, or related STEM discipline.
• 2–5+ years of professional experience in financial analytics, preferably at hedge funds or private equity firms.
• Proficiency in SQL and Python for developing data pipelines and analytical models.
• Experience with business intelligence tools like Tableau, Power BI, or similar platforms.
• Exposure to AI/ML technologies and interest in experimentation and prototyping.
• Strong time management skills with the ability to handle multiple assignments accurately.
• Detail-oriented, organized, and solution-driven with high emotional intelligence.
• Commitment to professional certification such as CAIA or CFA is preferred.