Senior Associate

Job Title:
Senior Associate, Data Analytics & Reporting

The Senior Associate will play a key role in driving process efficiencies and ensuring data integrity across a capital markets or investment-focused business. This individual will develop automated reporting solutions, streamline data workflows, and provide analytical support to internal stakeholders. The role requires a strong technical foundation, analytical mindset, and the ability to collaborate cross-functionally.

• Develop and maintain automated solutions to support client, internal, and regulatory reporting needs using tools such as Alteryx, Python, and Power BI.
• Design, build, and manage automated data workflows to reduce manual effort and increase reporting efficiency.
• Partner with Investor Relations, Finance, Operations, and Investment teams to understand data aggregation and reporting requirements.
• Serve as an internal consultant by diagnosing reporting challenges, structuring analyses, and recommending scalable solutions.
• Develop a deep understanding of internal data systems and information flows.
• Perform data cleansing and establish guidelines to improve data accuracy and governance.
• Build and maintain interactive dashboards and visualizations to simplify complex datasets for end users.
• Handle ad-hoc reporting and analytical requests, including user testing and implementation of new solutions.

• 2–4+ years of experience in data analytics within finance, accounting, or investment environments.
• Strong Power BI expertise, including data modeling, DAX measures, and advanced visualization techniques.
• Experience with SQL (preferably Snowflake or similar data warehouses) and Python.
• Foundational understanding of credit funds, portfolio management, or investment operations preferred.
• Demonstrated project management and organizational skills with strong attention to detail.
• Self-motivated and capable of working independently.
• Strong interpersonal and communication skills, with the ability to collaborate across departments.
• Ability to think creatively and develop solutions for complex, unstructured requests.

• Bachelor’s degree in Data Analytics, Finance, Accounting, or a related field preferred.
• Proficiency in Python, SQL, and DAX required.
• CPA or CFA (or progress toward certification) is a plus.
• Strong interest in leveraging technology to improve financial processes and reporting.
• Opportunity for advancement into senior analytical or finance leadership roles.
• Exposure to advanced data tools and enterprise reporting frameworks.
• Involvement in strategic initiatives and data governance improvements.