DEPARTMENT DESCRIPTION The Private Equity department manages a mature portfolio of approximately $13 billion in global private equity investments.
Investments include partnerships with leading private equity firms as well as direct investments in portfolio companies.
The portfolio is expected to grow significantly over the coming years, with an increased emphasis on direct investments.
POSITION DESCRIPTION The Data Analyst reports the Senior Principal, Portfolio Monitoring & Reporting and as a part of the Private Equity Admin and Reporting team, the Data Analyst provides a wide range of functions to effectively manage the growing Private Equity portfolio.
The Data Analyst’s activities include gathering, verifying and manipulating investment data through portfolio monitoring, generating ad-
hoc analysis and reporting performance by leveraging various IT applications. The Data Analyst performs a range of functions in support of the overall goals of the department but is primarily responsible for maintaining accurate and timely reporting systems in various Private Equity applications.
The Data Analyst responds to ad-hoc requests for assistance from all members of the Private Equity team in support of overall department goals.
they are able to provide well thought-out recommendations based on a rigorous process of collecting, organizing and analyzing data.
Organization & Planning Effective performers have strong organizational and planning skills that allow them to be highly productive and efficient.
They manage their time wisely and effectively prioritize multiple competing tasks. Communications Effective performers recognize the essential value of continuous information exchange and the competitive advantage it brings.
They actively seek information from a variety of sources, synthesize relevant insights, and tailor its dissemination to each audience.
Technical Expertise Effective performers are knowledgeable and skilled in excel, financial monitoring, financial modeling, data analysis and portfolio management.
They add value to the organization by effectively monitoring the portfolio and investments. Initiative, Planning & Standards Effective performers are proactive and take action without being prompted.
They don’t wait to be told what to do or when to do it. They see a need, take responsibility, and act on it. They have a strong results orientation and make things happen.
Relationship Management Effective performers understand that establishing and maintaining productive relationships is a primary factor in success.
They devote appropriate time and energy to establishing and maintaining networks internal & external. They initiate contacts readily and maintain them over time.
They are able to utilize relationships to facilitate business transactions.