BI Reporting Analyst (Investment)

• Design, build, and maintain interactive BI dashboards and reports to support key business teams (investment, risk, and operations).
• Automate recurring reporting processes to improve accuracy and speed, while consistently maintaining data accuracy and integrity.
• Work closely with IT, data engineering teams, and business analysts to optimize data pipelines and translate business requirements into technical solutions.
• Monitor critical metrics like portfolio performance, cash flows, and credit risk, and provide data-driven insights to support decision-making.
• Conduct ad-hoc analysis to answer business-related questions regarding investment, performance, and market trends.

• A relevant tertiary degree would be beneficial (Finance, Economics, Data Science, etc.)
• A minimum of 2-5 years of experience in BI, data analytics, or investment operations, preferably within private credit, private equity, or asset management.
• Advanced proficiency in BI tools like Power BI, Tableau, or Qlik, coupled with strong SQL querying skills for complex data.
• A solid understanding of data warehouse concepts (star schema, snowflake schema) and hands-on experience with ETL processes and tools.
• Strong knowledge of asset management, investment strategies, and financial performance metrics.
• The ability to interpret data from various financial sources and use strong Excel skills (including Power Query and VBA) for analysis.
• A proven ability to solve problems and a strong analytical mindset to drive business outcomes.

• J107013

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