Demo

Custom Reporting Sr. Associate

RecruitiX
Dallas, TX Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 8/29/2025
Note: We encourage students currently studying in any university in USA major with (Business, Accounting, Finance,Marketing, Economics, Advertising, Communication, Sales, Actuarial Science, Supply Chain, Human Resources) to apply.

CANDIDATES OUTSIDE USA WON'T BE CONSIDERED.

Overview:

The Business Solutions Group supports process automation, data extraction, and
customized solutions across the various business units. Externally, BSG works with clients
and data vendors to deliver innovative data solutions, customized reporting requirements,
and custom processes. Each member of the team has specialized financial and/or technical
knowledge, leading to collaboration and open communication for each project that is taken
on. A growth mindset is always present due to our combination of data analysts, financial
analysts and developers constantly sharing skills and knowledge. We expect successful
candidates to assume considerable responsibility within six to twelve months.

Role Responsibilities:
● Work as a member of the Business Solutions Team and help to build Custom Reports
for our fund and private equity clients
● Learn and become a Subject Matter Expert on Return and Risk Calculations such as
IRR, Alpha, and Sharpe.
● Applying an analytical, detail-oriented mindset to problems that span multiple
disciplines of business and technology
● Interact and build relationships with PE clients, as well as Senior Management
Pre-Requisite Knowledge, Skills, and Experience:
● Bachelor’s Degree or equivalent experience
● Required: Proficient Knowledge of Financial Products
● Field of Study: Business, Accounting or Finance
● Preferably 3 years’ experience coming from a financial firm
● Strong Excel Skills required
● Strong cross-functional technical background a plus (e.g. SQL, VBA, Python)
● Must be able to self-start and work independently with minimal supervision

Compensation:
The compensation for this role is market competitive.

About us:
We are an HR consultancy firm, and we help candidates match with the potential roles by
using an Artificial Intelligence System which is free of cost. Our approach to matchmaking
utilizes several different formats throughout the course of the recruiting process. In addition
to speaking with our recruiters and client-serving professionals, we also leverage the use of
the Artificial Intelligence System to help you understand your strengths and strategize your
career ahead. We can let you know better once you submit your resume.

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