Job Description
Location: Florida / Denver, CO / Dallas, TX

Key Responsibilities :
• Coordinate client investment data handling with accurate and timely feedback
• Collaborate with cross-functional teams across different geographies and time zones
• Perform regular data ingestion, transformation, and loading (ETL) tasks across defined pipelines.
• Write and maintain basic SQL queries and scripts for data extraction and reconciliation.
• Manage schedules and overall project status to ensure requirements and project components are understood and delivered according to service level agreements and best practices across cross-functional teams
• Responsible for timely delivery of the project components and ensuring requirements of the projects are met
• Work closely with customer success managers and the project manager to ensure ad-hoc and quarterly planned portfolio monitoring activities are delivered to the client as per the service level agreement
• Assist the project manager in management reporting
• Maintain the highest levels of client satisfaction amongst clients through professional and timely communications and actions
• Develop and produce presentations, descriptive documentations regarding the platform (written and digital) for internal and external clients
• Lead and manage process optimization projects along with business intelligence projects
• Adhering to best practices and workflows at both, the organization and project levels

Requirements
• Master's Degree preferred - Someone pursuing their Master's in (Finance, Economics, Accounting, Computer Science or related field working with big data)
• Interest in Corporate Finance, especially the Private Equity industry (Financial Statements, Private Market Transactions, etc.)
• Experience/knowledge in handling datasets and analytics workflows; working knowledge of SQL (querying, joins, aggregation, validation queries) and Power BI (data modeling concepts, measures/KPIs, data quality checks, reporting are highly appreciated).
• Strong data analysis skills to conduct scaled analysis (Advanced Excel - VBA Beneficial, Python)
• Ability to work with big data using various tools & applications
• Practical working experience using AI productivity tools (e.g., Gemini, Copilot, Claude) to improve workflow efficiency (automation, summarization, drafting, data/QA assistance) is highly appreciated.
• Ability to analyze financial data fast and efficiently, familiarity with high-level accounting topics (i.e. high-level data reconciliation)
• 3-4 years of experience in M&A, leverage finance transactions, or investment banking preferred
• Interest in building analysis frameworks, and standardization of analysis methodology and company-wide processes
• Excellent presentation skills
• Good English skills (written & communication)
• Time Management skills to coordinate information from internal stakeholders efficiently and customers and finalize tasks & assigned projects.
• Intercultural competence required to adapt and excel within a truly diverse and international company
• Excellent teamwork skills
• Affinity to improve and optimize established workflows to enhance efficiency
• Ability to collect/research qualitative and quantitative data in multiple formats and from different sources

• Work primarily within US business hours, with flexibility to occasionally adjust your schedule to collaborate effectively with our Europe-based teams.

Benefits

• Career Path in Private Equity Step into one of the most in-demand and exciting industries in finance today. With us, you'll experience unparalleled opportunities for career growth and promotions, receive regular feedback, and benefit from mentorship provided by an international team of passionate experts. Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment.
• Culture That Drives Success We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership. At our company, collaboration and mutual support are at the heart of everything we do. Transparency in company goals ensures you're always part of the bigger picture.
• Commitment to Our People We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace.
• Compensation of attractive package that reflects your skills, contributions, and growth potential.