Data Analyst (Investor Relations) - Private Markets

We are partnered with a leading private markets investment firm to hire a Data Analyst into its Investor Relations (IR) team — a role sitting at the intersection of data, technology, automation and commercial decision making.

This is an opportunity for someone who enjoys getting under the skin of a business, understanding how processes work then using data and technology to make them better.

The Role

You will work closely with the Investor Relations and Technology teams, helping to build a more data driven and automated IR function.

The role will cover a broad range of activity, including:

• Analysing and managing investment and portfolio data
• Supporting investor reporting, RFIs and DDQs
• Building reporting and dashboards in Power BI
• Working with SQL, Python and Excel
• Automating manual workflows using tools such as Power Automate
• Improving data quality, reconciliations and reporting processes
• Working with a new data warehouse and helping turn the underlying data into useful insights
• Identifying opportunities to use AI and automation across Investor Relations
• Thinking about data from an LP/investor perspective, rather than simply producing outputs

Projects You Could Work On

You will have the opportunity to take ownership of projects with a tangible impact on the wider team.

Data Warehouse & BI

Investment track record and strategy data is being migrated from Excel into a central data warehouse. The foundations are now in place, creating significant scope to develop Power BI reporting, analytics and visualisation.

Investor Reporting Automation

Quarterly investor reporting currently involves substantial manual Excel and PDF production across approximately 32 reports. There is an active programme to automate this process, improve accuracy and significantly reduce the operational burden on the team.

AI & Process Automation

There is an open mandate to identify recurring processes across IR where AI, automation or better use of data could improve efficiency. This is not a role where you will simply be handed a fixed list of requirements — you will have the opportunity to identify and shape the opportunities yourself.

Required skills:

The ideal candidate will be someone who combines technical capability with commercial curiosity.

You might come from a background in:

• Data Analytics
• Data & Automation
• Asset Management
• Private Markets
• Investment Banking
• Consulting

You should have strong experience with Excel and Power BI, alongside SQL and/or Python. Experience with Power Automate, data warehouses or AI applications would be highly valuable.

Private markets or private credit experience is helpful but not essential. More important is an interest in how investment data is used by investors and an ability to understand the commercial context behind the numbers.

The strongest candidates will be people who:

• Enjoy solving problems rather than simply executing requirements
• Can translate a messy business process into a better one
• Are technically curious and excited by AI and automation
• Can communicate effectively with non-technical stakeholders
• Understand that good analysis is about the story behind the data
• Think about what an LP or investor actually needs to know
• Are comfortable operating with a degree of ambiguity and ownership
• Want to see their work directly improve how a business operates

You don't need to be a career Investor Relations (IR) professional. In fact, this could be particularly interesting for someone with a strong technical background who wants to move closer to the commercial and investment side of financial services.

Why This Role?

• Build out a new data and reporting capability
• Work with senior Investor Relations stakeholders
• Influence how data and technology are used across the function
• Deliver automation projects with immediate business impact
• Explore practical applications of AI
• Gain exposure to private markets, investors and fundraising

If you're a technically capable analyst who wants to be closer to the business — and would rather build, improve and influence than simply maintain — this could be a particularly interesting opportunity.

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