Related skills
looker tableau ai powerbi fund administrationπ Description
- Serve as primary data consultant for Fund Administration clients.
- Build and maintain dashboards in BI for complex fund structures.
- Prioritize best-in-class implementations and customized analytics training.
- Map data outputs from Investran into the Insights platform with accuracy.
- Design blueprints for custom fund structures and non-templated reports.
- Translate ambiguous business needs into high-fidelity technical specs.
π― Requirements
- 5+ years in BI, Data Advisory, or Fund Administration.
- Deep understanding of Private Markets and Fund Administration workflows.
- Proficiency in Looker, Tableau, or PowerBI for dashboards.
- Experience managing senior external stakeholders via data specs.
- Direct experience with Investran data outputs and fund accounting schemas.
- Interest in using AI models to accelerate requirements gathering and docs.
- Ability to work independently as a DRI on complex projects.
π Benefits
- Health, dental, and vision coverage for you and family.
- Life insurance.
- Mental wellness coverage.
- Fertility and family support.
- Flex Time Off plus paid holidays.
- Retirement saving plans.
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