Business Intelligence Analyst

• Build, maintain, and enhance Power BI dashboards and reports used by investment and business teams.
• Work with financial, fund, portfolio, investment, and operational data to support recurring reporting and analysis.
• Write and maintain SQL queries to extract, transform, validate, and analyze data.
• Translate business requirements into dashboards, reports, KPIs, and other analytics solutions.
• Work directly with business stakeholders to understand reporting needs and provide actionable insights.
• Validate and reconcile data to ensure reporting is accurate and reliable.
• Analyze information across multiple data sources and troubleshoot discrepancies.
• Partner with data and technology teams to understand data sources and improve reporting processes.
• Help automate and improve existing reporting processes.
• Support monthly and quarterly reporting cycles.
• Document reporting logic, metrics, and data definitions.

The ideal candidate has 1-4 years of experience within investment management, asset management, private equity, financial services, or commercial real estate and is highly proficient with Power BI and SQL., * 1-4 years of professional data analytics, BI, or reporting experience.

• Experience within investment management, asset management, private equity, financial services, banking, or commercial real estate.
• Strong hands-on Power BI experience - this is a key requirement.
• Strong SQL skills.
• Experience creating dashboards, reports, visualizations, and KPIs for business users.
• Comfortable working with financial, investment, portfolio, fund, transaction, or similar business data.
• Strong data validation and analytical skills.
• Ability to communicate with both technical teams and business stakeholders.
• Bachelor’s degree in a relevant field or equivalent professional experience.

Huge Plus:

• Experience with Snowflake.
• Exposure to Sigma Computing.
• Familiarity with dbt or modern data transformation tools.
• Experience with investment/fund reporting or portfolio analytics.
• Exposure to private equity or commercial real estate data.
• Basic understanding of data modeling and data pipelines.

Must Have:

Power BI * SQL * Financial/Investment Industry Experience