Data Analyst, Reporting Overview • The Data Analyst, Reporting will oversee data pipelines, dashboards, and reporting infrastructure, ensuring accuracy and timeliness of data delivery. • Collaborate with the Head of Portfolio Management to execute technical designs and maintain data systems. • Contribute to the firm's data-driven decision-making processes by providing reliable and structured data solutions. • Work within a hybrid environment, balancing technical execution and business understanding. • Develop automation solutions to streamline data handling and reporting tasks. • Support system implementations, data migrations, and integrations with precise execution and documentation. • Maintain clear records of technical processes, pipelines, and reporting routines. • Opportunity to grow technically and gain exposure to financial services and asset management. Data Analyst, Reporting Key Responsibilities & Duties • Build and maintain data pipelines and transformations using SQL and dbt. • Load, refresh, and validate data across the firm's data warehouse and source systems. • Develop and maintain reports and dashboards using tools like Power BI and Tableau. • Execute recurring data-quality checks and reconciliations to ensure accuracy and completeness. • Support firm-wide system implementations, data migrations, and integrations. • Assist in testing and validation activities for new systems and enhancements. • Develop automation scripts using Python, SQL, VBA, or Power Automate. • Document technical processes and maintain up-to-date records of pipelines and routines. • Collaborate with stakeholders to ensure data solutions align with business needs. Data Analyst, Reporting Job Requirements • Bachelor’s degree in Computer Science, Information Systems, Data Science, Finance, or related field. • 2–4 years of experience in data analysis, BI, or data engineering roles. • Proficiency in SQL and familiarity with data warehouses like Snowflake or Azure. • Experience with BI tools such as Power BI or Tableau for report creation. • Exposure to data transformation tools like dbt and scripting languages like Python. • Strong attention to detail and reliability in executing recurring deliverables. • Ability to follow technical direction and maintain documentation accurately. • Interest in financial services or asset management is advantageous but not mandatory. • Effective communication skills and a willingness to learn and grow technically.