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Technical Data Analyst (Portfolio Management)

Job Description - Technical Data Analyst (Portfolio Management)

About our client:
Our client is a global investment advisory firm focusing on long -term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance.

What you will be doing:
  • Support monthly financial and valuation submissions using Chronograph and 73 Strings, ensuring accuracy and consistency with deal teams.
  • Produce timely and accurate insights using Excel, Power Query, and other tools, leveraging Chronograph and 73 Strings for data consistency and automation.
  • Maintain and enhance datasets, ensuring accuracy, governance, and alignment with the firm’s data architecture.
  • Partner with Data & Analytics and Data Platform teams to improve integrations across systems like Snowflake, dbt, and PowerBI.
  • Contribute to digital transformation by identifying process efficiencies and automation opportunities, participating in cross -functional data initiatives, and fostering a culture of continuous learning.

What our client is looking for:
  • A relevant tertiary qualification would be beneficial (E.g., Computer Science, Information Systems, Accounting, etc.)
  • A minimum of 3 years relevant experience.
  • Background in Alternative Investments/Financial Services preferred.
  • Experience with Portfolio Monitoring software (e.g., Chronograph, eFront PM, iLEVEL).
  • Familiarity with Python, dbt, GitHub, Jira, Notion, PowerBI, or PowerPlatform.
  • Experience implementing or maintaining data systems or new business processes.

Job ID:
  • J107056

For a more comprehensive list of opportunities that we have on offer, do visit our website - https://www.parvana.co.uk/careers

Requirements

Technical Data Analyst, Portfolio Monitoring, Investment Advisory, Chronograph, 73 Strings, Excel, Power Query, Snowflake, dbt, PowerBI, Python, GitHub, Jira, Notion, Alternative Investments, Financial Services

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