Financial Data Analyst, Reporting & Analytics - PE

Location: Miami, FL

Company: Private Equity Fund

Job Description:

We are looking for a highly skilled Financial Data Analyst to join a growing private equity fund in Miami. This role is essential for analyzing fund performance and providing insightful reports to investors. If you are passionate about data analytics and thrive in a dynamic environment, this is a great opportunity for you to advance your career.

Key Responsibilities:

• Analyze fund performance metrics and prepare comprehensive reports for internal and external stakeholders, including investors.
• Develop and maintain financial models to support investment strategies and decision-making.
• Collaborate with investment teams to gather and interpret data, ensuring accuracy and relevance in reporting.
• Create and automate dashboards and visualizations to effectively communicate key performance indicators (KPIs).
• Conduct market research and competitor analysis to inform investment strategies and reporting.
• Assist in the preparation of quarterly and annual investor presentations and reports.
• Support the implementation of reporting processes and tools to enhance data accuracy and efficiency.
• Monitor and ensure compliance with relevant regulations and best practices in financial reporting.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Data Analytics, or a related field.
• 2-4 years of experience in reporting, analytics, or financial analysis, preferably in private equity or investment management.
• Proficient in data analysis tools (e.g., Excel, SQL, Tableau, or similar).
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication skills, both written and verbal, with the ability to present complex information clearly.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong organizational skills and the ability to manage multiple projects simultaneously.

SE# 510683499