Our client is premier Alternative Investment Manager in NYC, in search of adding an extremely talented Business Intelligence Analyst . Select individual will partner with portfolio managers, use firm's data and tailor/build-out financial models to provide accurate fund performance reporting (KPIs) and financial analytics. Ideal individual must be well versed with financial modeling/advanced technical/data skills combined with superior communication skills need to make Executive Board presentations based on empirical data.
Responsibilities:
- Implement engagement finance dashboard allowing senior leadership to monitor program financial health, budget forecasts, and profitability across all teams within firm
- Manage quarterly performance analysis and reporting, including quarterly collection and updating of portfolio data,
- Lead strategic partnerships and advise Management Team on deal structures and negotiations
- Present due diligence/potential risks/ and make recommendations to Investment Committee
- Perform and assist with ad hoc analysis and modeling of the firm’s investment portfolios
- Own data collection and entry of underlying investment portfolio information
- Prepare investor communications, including but not limited to financial forecasts, reporting and financial estimates
- Contribute to internal lead and pipeline development through drafting proposal decks to support Deal Creation teams
- Work with Compliance, Legal and Marketing Teams
- Oversee back-testing of investments analytical framework and cash-flow forecasts
Requirements:
- Bachelor’s Degree with 3+ years of (Accounting/Audit/Tax) industry experience
- CPA or CPA in progress highly preferred
- Superior Financial Modeling skills are mandatory
- Data Skills: Power BI/Tableau strongly preferred
- Prior experience with Tax Accounting/Reporting required
- Outstanding communication skills, proven ability to effectively work with all levels of Management
- Technical skills; Advanced Excel
- Comfortable working in a fast-paced, dead-line driven dynamic environment
- Innovative and creative thinker