Private Markets Finance Analyst – Power BI & SQL Insights in Belfast

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. For more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs.

Your role in the team:

The Private Markets Finance Analyst supports the Private Asset portfolio by producing accurate reporting, building Power BI dashboards, and delivering data driven insights. The role involves analyzing performance trends, maintaining high quality datasets, and enhancing reporting processes using SQL, data modeling, and automation tools. The analyst works closely with Investments and Finance teams to provide clear, actionable insights that support strategic decision making across the private market's portfolio.

Key responsibilities:

• Produce recurring and ad-hoc Private Asset portfolio reports with high accuracy and consistency.
• Build, optimise, and maintain Power BI dashboards to visualise performance, trends, and exceptions.
• Perform data validation, reconciliation, and enrichment to maintain audit-ready datasets.
• Analyse portfolio performance, quantify key drivers, and prepare business-ready insights.
• Integrate data across performance, cash flows, valuations, and pipeline sources to inform analysis.
• Develop clear written and visual summaries that communicate private markets financial narratives.
• Identify opportunities to automate manual workflows and improve reporting efficiency.
• Support stakeholders across Investments and Finance with data, insights, and analysis.
• Prepare materials for presentations, leadership updates, and decision-making forums.

Essential Skills:

• All applicants must demonstrate they have a legal right to work in the UK for employment at Allstate. Allstate is not providing sponsorship for this vacancy.
• Minimum of 1 years' experience in financial analysis or a similar analytical role.
• Hands-on experience with Power BI, including creating data models and interactive dashboards.
• Practical SQL experience, including writing queries for data extraction, transformation, or validation.

Desirable Skills:

• Prior exposure to Private Assets platforms or tools, such as eFront, Burgiss, iLevel, Black Mountain, or similar systems.
• Experience delivering analysis or reporting to finance, investment, or senior leadership stakeholders in a corporate or financial services environment.
• Experience automating reporting processes using Power Query, Python, VBA, or workflow automation tools.
• Experience developing portfolio narratives, investment insights, or performance commentary for business audiences.
• Practical experience using Microsoft Copilot or AI-enabled productivity tools to support reporting, analysis, or documentation.

Supervisory Responsibilities:

This job does not have supervisory duties.

Why join us?

Allstate NI is proud to be Allstate's European Digital Centre of Excellence, recent winners of 'Best Use of Cloud Services' at the Belfast Telegraph IT Awards 2024, and recognised for our community and sustainability impact at the 2024 Business in the Community Awards and Gold accreditation for Environmental Responsibility.

We offer:

• A generous, flexible benefits package including annual leave, healthcare and dental cover, pension, and lifestyle discounts.
• Access to world-class learning platforms and award-winning L&D.
• Clear career paths, internal mobility, and a strong focus on growth.
• A people-first culture with flexible working options.

Statement on Fair Employment and Equal Opportunities:

Allstate NI wishes to ensure equal opportunity is given to all job applicants. This company will not discriminate on the grounds of race, gender (including gender reassignment status), sexual orientation, religious belief, political opinion, marital status, age or disability. We are an equal opportunities employer. We welcome applications from all suitably qualified persons. However, as women are currently under-represented in our workforce, we would particularly welcome applications from women. All appointments will be made on merit.

Applicants should note Allstate NI complete AccessNI background checks on all candidates offered a position.