Senior Data Analyst - Private Investments - Remote or Boston

Please contact Kajal Daftary at kajal.daftary@yoh.com/857-443-4398 to discuss this position further.

Locals to MA might be expected to go Hybrid.
Sponsorship is available for this role.

Key Responsibilities

• Data Management & Analysis: Leverage private investment data from various sources (VC, PE, hedge funds, real estate, etc.) to provide actionable insights and support investment decision-making.
  
  
• Platform Utilization: Work with tools like Markit EDM, S&P EDM, Ilevel, Vidreo, and hedge fund platforms to extract, organize, and analyze data relevant to private investments.
  
  
• Reporting & Dashboards: Develop and maintain reporting tools, dashboards, and visualizations to track investment performance, risk analysis, and market trends.
  
  
• Data Governance: Ensure data integrity, consistency, and accuracy across all datasets, and develop best practices for data collection and reporting.
  
  
• Collaboration: Work closely with internal teams, including portfolio managers, analysts, and data engineers, to provide insights and enhance data-driven decision-making across the firm.
  
  
• Advanced Analytical Techniques: Apply statistical models and data analysis techniques to identify trends, forecasts, and key metrics in private investment sectors.
  
  
• Tool Optimization: Continuously evaluate and recommend improvements to data management platforms and processes to enhance efficiency and scalability.
  
  

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Data Science, Computer Science, Mathematics, or a related field. Advanced degrees (Master’s or MBA) are a plus.
  
  
• Experience: 5 years of experience as a Data Analyst, preferably with a focus on private markets such as venture capital, private equity, hedge funds, or real estate investments.
  
  
• Technical Skills:
  
  
  • Expertise in data platforms such as Markit EDM, S&P EDM, Ilevel, and Vidreo. Experience with hedge fund platforms is highly desirable.
    
    
  • Proficiency in data analysis tools such as Excel, SQL, Python, R, or other programming languages.
    
    
  • Experience with data visualization tools (e.g., Tableau, Power BI).
    
    
  • Strong understanding of financial and investment data, including valuation methodologies, performance metrics, and risk models.
    
    
• Analytical Skills: Strong problem-solving and critical thinking abilities to analyze large datasets and provide actionable insights.
  
  
• Communication Skills: Excellent verbal and written communication skills, with the ability to present complex data in a clear and concise manner.
  
  
• Attention to Detail: High level of accuracy and attention to detail in managing and analyzing financial data.
  
  

Preferred Qualifications

• Experience working in a hedge fund, private equity, venture capital, or real estate investment firm.
  
  
• Familiarity with financial reporting standards and investment performance metrics (IRR, NAV, DPI, etc.).
  
  
• Familiarity with alternative data sources and financial modeling.
  
  

JD is from Chat GPT - I spoke with the manager and created the below based on our conversation.    Boston based is the preference but remote is fine working EST hours.   They are growing the team so they need strong data analysts with this type of experience.  This is a very hands on role working with SQL and Excel.  Rate is open - lower the better to be competitive as they are using other vendors as well.  
  Key Responsibilities

• Data Management & Analysis: Leverage private investment data from various sources (VC, PE, hedge funds, real estate, etc.) to provide actionable insights and support investment decision-making.
  
  
• Platform Utilization: Work with tools like Markit EDM, S&P EDM, Ilevel, Vidreo, and hedge fund platforms to extract, organize, and analyze data relevant to private investments.
  
  
• Reporting & Dashboards: Develop and maintain reporting tools, dashboards, and visualizations to track investment performance, risk analysis, and market trends.
  
  
• Data Governance: Ensure data integrity, consistency, and accuracy across all datasets, and develop best practices for data collection and reporting.
  
  
• Collaboration: Work closely with internal teams, including portfolio managers, analysts, and data engineers, to provide insights and enhance data-driven decision-making across the firm.
  
  
• Advanced Analytical Techniques: Apply statistical models and data analysis techniques to identify trends, forecasts, and key metrics in private investment sectors.
  
  
• Tool Optimization: Continuously evaluate and recommend improvements to data management platforms and processes to enhance efficiency and scalability.
  
  

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Data Science, Computer Science, Mathematics, or a related field. Advanced degrees (Master’s or MBA) are a plus.
  
  
• Experience: 5 years of experience as a Data Analyst, preferably with a focus on private markets such as venture capital, private equity, hedge funds, or real estate investments.
  
  
• Technical Skills:
  
  
  • Expertise in data platforms such as Markit EDM, S&P EDM, Ilevel, and Vidreo. Experience with hedge fund platforms is highly desirable.
    
    
  • Proficiency in data analysis tools such as Excel, SQL, Python, R, or other programming languages.
    
    
  • Experience with data visualization tools (e.g., Tableau, Power BI).
    
    
  • Strong understanding of financial and investment data, including valuation methodologies, performance metrics, and risk models.
    
    
• Analytical Skills: Strong problem-solving and critical thinking abilities to analyze large datasets and provide actionable insights.
  
  
• Communication Skills: Excellent verbal and written communication skills, with the ability to present complex data in a clear and concise manner.
  
  
• Attention to Detail: High level of accuracy and attention to detail in managing and analyzing financial data.
  
  

Preferred Qualifications

• Experience working in a hedge fund, private equity, venture capital, or real estate investment firm.
  
  
• Familiarity with financial reporting standards and investment performance metrics (IRR, NAV, DPI, etc.).
  
  
• Familiarity with alternative data sources and financial modeling.
  
  
  

Estimated Min Rate: $49.00
Estimated Max Rate: $70.00

Note: Any pay ranges displayed are estimations.  Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description.  All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.  All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.