Job Description
Position Overview
We are seeking a highly motivated and analytically strong Data Analyst to join our Portfolio Management Team (PMT). This role is designed for professionals with 4–5 years of experience who thrive in data-driven environments and are passionate about delivering insightful analysis to support investment and portfolio decision-making.
You will play a key role in developing and managing proprietary data systems, delivering Power BI dashboards, and supporting both the PMT and Investment Team with critical insights. This is an excellent opportunity to gain exposure to the full lifecycle of private credit investments while contributing to operational excellence through data and technology.
Key Responsibilities
- System Development & Deployment
- Jointly with the internal Technology Team, lead the development and enhancement of the internal proprietary portfolio monitoring system and other internal data platforms for use across PMT and the Investment Team.
- Deploy systems within Private Credit, ensuring seamless user experience, data accuracy, and analytical capability.
- Data Visualization & Reporting
- Build and maintain Power BI dashboards, delivering portfolio and investment-level insights.
- Create scalable and intuitive data visualizations to inform stakeholders and enhance decision-making.
- Analytical Support
- Provide ad hoc and scheduled analytical support to Portfolio Managers and Investment Professionals.
- Assist with data modeling, performance attribution, and strategic portfolio insights.
- Data Governance & Operations
- Assist with the monthly and quarterly portfolio data collection process, ensuring data quality, timeliness, and completeness.
- Drive excellence around maintaining strong control environment for data storage, access, and audit readiness.
- Tool Development & Efficiency Gains
- Partner with PMT to design and implement new analytical tools that improve workflow efficiency.
- Contribute to automation and streamlining of data processes.
- AI & Innovation
- Participate in the deployment of AI solutions leveraging internally available tools to improve portfolio insights and data interpretation.
Qualifications
- Bachelor’s degree in STEM, Finance, Economics, Data Science, or related discipline.
- 4–5 years of experience in data analysis, preferably in financial services or private credit/asset management.
- Strong Excel, Power BI and PowerPoint skills.
- Familiarity with SQL, Python, or other relevant programming languages is highly desirable.
- Experience working with large data sets and enterprise data systems.
- Strong attention to detail and a commitment to high-quality output.
- Strong commercial acumen and ability to contextualise the data.
- Excellent communication skills, with the ability to present complex data clearly to non-technical stakeholders.
- Proactive, resourceful, and self-motivated with a “can-do” attitude.
- Ability to work independently as well as part of a team in a fast-paced environment.
* - Interest in AI and emerging technologies in financial analytics.