Our client is a global investment advisory firm focusing on long-term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance.
What you will be doing:
- Design, build, and maintain interactive BI dashboards and reports to support key business teams (investment, risk, and operations).
- Automate recurring reporting processes to improve accuracy and speed, while consistently maintaining data accuracy and integrity.
- Work closely with IT, data engineering teams, and business analysts to optimize data pipelines and translate business requirements into technical solutions.
- Monitor critical metrics like portfolio performance, cash flows, and credit risk, and provide data-driven insights to support decision-making.
- Conduct ad-hoc analysis to answer business-related questions regarding investment, performance, and market trends.
What our client is looking for:
- A relevant tertiary degree would be beneficial (Finance, Economics, Data Science, etc.)
- A minimum of 2-5 years of experience in BI, data analytics, or investment operations, preferably within private credit, private equity, or asset management.
- Advanced proficiency in BI tools like Power BI, Tableau, or Qlik, coupled with strong SQL querying skills for complex data.
- A solid understanding of data warehouse concepts (star schema, snowflake schema) and hands-on experience with ETL processes and tools.
- Strong knowledge of asset management, investment strategies, and financial performance metrics.
- The ability to interpret data from various financial sources and use strong Excel skills (including Power Query and VBA) for analysis.
- A proven ability to solve problems and a strong analytical mindset to drive business outcomes.
Job ID:
- J107013
For a more comprehensive list of opportunities that we have on offer, do visit our website - https://www.parvana.co.uk/careers