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Investment Data Analyst
7 days ago
- Coordinate client investment data handling with accurate and timely feedback
- Collaborate with cross-functional teams across different geographies and time zones
- Manage schedules and overall project status to ensure requirements and project components are understood and delivered according to service level agreements and best practices across cross-functional teams
- Responsible for timely delivery of the project components and ensuring requirements of the projects are met
- Work closely with customer success managers and the project manager to ensure ad-hoc and quarterly planned portfolio monitoring activities are delivered to the client as per the service level agreement
- Assist the project manager in management reporting
- Maintain the highest levels of client satisfaction amongst clients through professional and timely communications and actions
- Develop and produce presentations, descriptive documentations regarding the platform (written and digital) for internal and external clients
- Lead and manage process optimization projects along with business intelligence projects
- Adhering to best practices and workflows at both the organization and project levels
- Master's degree preferred (Finance, Economics, Accounting, Computer Science or related field working with big data)
- Good understanding of Corporate Finance, especially the Private Equity industry (Financial Statements, Private Market Transactions, etc.)
- Strong data analysis skills to conduct scaled analysis (Advanced Excel - VBA beneficial, Python, SQL knowledge a strong plus)
- Excellent skills in using Excel (case study will be part of the interviewing process)
- Ability to work with big data using various tools & applications
- Ability to analyze financial data fast and efficiently, familiarity with high-level accounting topics (i.e. high-level data reconciliation)
- Prior intern experience in M&A, leverage finance transactions, or investment banking preferred
- Interest in building analysis frameworks, and standardization of analysis methodology and company-wide processes
- Excellent presentation skills
- Time Management skills to coordinate information from internal stakeholders efficiently and customers and finalize tasks & assigned projects.
- Intercultural competence required to adapt and excel within a truly diverse and international company
- Excellent teamwork skills
- Affinity to improve and optimize established workflows to enhance efficiency
- Preferred to have obtained/in process of obtaining a finance certification (i.e. CFA, CAIA, FMVA)
- Ability to collect/research qualitative and quantitative data in multiple formats and from different sources
- Knowledgeable or interested in learning more about Private Equity and/or experience in the Investment Banking environment
Career growth opportunities and promotions in Private Equity - one of the most demanded and attractive finance industries today, 360° feedback, mentoring from an international team of passionate experts, being part of a strong and unique growth story, exciting and challenging role in a dynamic and international team & environment.
Culture driven by our Leadership Principles: entrepreneurial, result-driven, encouraging ownership and enabling each other to succeed, transparency about company goals.
Caring for our employees: Individualized trainings for your professional and personal development, language courses, contribution to health plan, access to our private gym membership. We are all dedicated to creating a positive impact on our lives
Compensation of attractive package that reflects your skills, contributions, and growth potential.
At CEPRES, we're committed to creating an inclusive environment for all. We celebrate diversity and encourage applicants from all backgrounds, experiences, and perspectives to apply.