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# Business Intelligence Analyst

- **Company:** THE PHOENIX
- **Location:** New York, NY, United States
- **Contract:** Permanent contract
- **Skills:** Business Analytics Applications, Data Analysis, Data Validation, Data Transformation, Database Queries, Operational Data Store, Power BI, Standard Sql, SQL Databases, Snowflake, Data Analytics, Data Pipelines
- **Published:** October 20, 2026
- **Apply:** https://www.juju.com/job/2_162635454

## About the Role

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

## Description

* 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.