About the position
Responsibilities
• Design and develop interactive dashboards and reports that visualize complex financial, accounting, and regulatory data.
• Leverage data cleaning, transformation, and modeling techniques to ensure accuracy and consistency across datasets.
• Apply private market reporting concepts to create intuitive data models and visualization layers that support fund performance tracking and benchmarking.
• Perform exploratory data analysis (EDA) to identify trends, anomalies, and insights that inform business decisions.
• Partner with internal stakeholders to automate reporting workflows and optimize visualization pipelines.
• Create ad-hoc analytics and visual models for fundraising, investor reporting, and management decision-making.
• Ensure reporting outputs are reconciled, accurate, and aligned with source systems.
• Collaborate with technology and fund administration teams to drive data integrity and visualization excellence.
Requirements
• Bachelor’s degree in Math, Informatics, Data Science, Finance, or related field of study.
• 1+ years of data visualization experience. (Power BI or Tableau)
• 1+ years of data analytics experience.
• Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).
Benefits
• Strong training plans and materials provided.
• CPA Reimbursement Program to support your career.
• Competitive Medical, Dental & Vision Insurance.
• Company-Paid Life Insurance & 401(k).
• Generous PTO, Sick Time & Paid Holidays.
• Hybrid Scheduling after probation period.
• Inclusive, team-oriented culture where people come first.
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Apply Now