Analytics Manager

A leading global private investment firm is hiring a Manager within its Private Equity Finance & Analytics team. This is an excellent opportunity for someone coming from fund accounting, Big 4 audit, or a similar finance background who enjoys working with technology and wants to transition into data analytics, automation, and AI.

This is not a traditional fund accounting position. The team works with complex private equity financial and investment data to develop reporting, analytics, and tools used by Investor Relations, investment professionals, and senior leadership. The work combines financial analysis, investor reporting, data management, and process improvement, with a strong emphasis on building more efficient solutions using Power BI, Excel, Alteryx, Python, and AI-assisted technologies.

The group is lean, collaborative, and highly visible across a global investment platform. Prior programming experience is not required. The team is looking for someone with a strong accounting or financial foundation who is naturally curious about technology, enjoys solving problems, and wants to develop more advanced technical skills. The position offers an opportunity to move beyond traditional accounting while continuing to leverage private equity and financial knowledge.

Responsibilities:

• Prepare and deliver financial and operational data, analysis, and customized reporting to support investor requests, fundraising, and senior leadership
• Work with private equity financial data, including fund performance, investment activity, capital accounts, and other financial metrics
• Develop and enhance financial reporting tools, dashboards, and analytical solutions using Excel, Power BI, and other technologies
• Identify manual or repetitive reporting processes and build more efficient, automated workflows
• Participate in AI and automation initiatives, including opportunities to leverage AI-assisted coding tools such as Claude Code to develop applications and improve reporting processes
• Work with large financial datasets, identifying discrepancies, validating information, and maintaining high standards of data accuracy
• Partner with Technology and Data Governance teams to improve data quality, consistency, and accessibility across the firm's centralized data platform
• Collaborate with Finance, Investor Relations, Investment Operations, Capital Markets, and investment professionals on reporting, analytics, and strategic initiatives
• Contribute to ongoing technology improvements and the development of scalable financial data and reporting solutions

Qualifications:

• Relevant experience in fund accounting, public accounting, audit, financial reporting, asset management, or a similar finance/accounting environment
• Strong understanding of accounting, financial reporting, or financial data, with an interest in transitioning into a more analytics and technology-focused role
• Exposure to private equity, private credit, alternative investments, or fund/partnership accounting is preferred
• Experience with Excel automation, VBA, SQL, Python, Power BI, DAX, Alteryx, or other data analytics tools is a plus, but not required
• Interest in AI tools, automation, programming, and developing more efficient financial processes
• Strong analytical skills, attention to detail, communication skills, and a proactive approach to problem-solving
• Accounting, Finance, Mathematics, or a related field
• CPA or CFA designation, or progress toward either, is a plus