At a Glance
- Tasks: Manage data integrity and reporting for a dynamic Investor Relations team.
- Company: Global private equity firm with a strong presence across multiple continents.
- Benefits: Competitive salary, professional growth, and a collaborative work environment.
- Other info: Opportunity to work with senior stakeholders and develop your technical skills.
- Why this job: Join a fast-paced team and make an impact in the financial services sector.
- Qualifications: Undergraduate degree and experience with CRM platforms and data analysis tools.
The predicted salary is between 50000 - 70000 £ per year.
About our client
Our client is a large, global private markets firm headquartered in London with offices across Europe, the Americas and Asia. The firm invests in businesses across sectors including technology, services, and consumer.
What the job involves
This role sits within the Investor Relations team and is responsible for data integrity, reporting and operational effectiveness across the team's CRM and related systems. The successful candidate will be a detail-oriented, technically confident professional who can manage complex data workflows, support senior stakeholders with reporting, and help embed new tools and processes as the team continues to grow.
Who we are looking for
- Undergraduate degree
- Experience as a CRM power user, data operations or analyst within financial services
- Strong working knowledge of at least one major CRM platform (DealCloud, Salesforce, HubSpot, Dynamics or similar)
- Experience with Power BI, Tableau or similar BI tools
- Familiarity with marketing automation tools (e.g. HubSpot) or events platforms
- Basic SQL or Python skills
- Excel skills; comfortable pulling, joining and analysing data from multiple sources
- Exceptional attention to detail and a low tolerance for data inconsistency
- Clear written and verbal communication - able to explain technical concepts to non-technical stakeholders
- Resourceful and able to prioritise and multi-task in a fast-paced environment
Data and Reporting Analyst, Investor Relations, Global Private Equity Firm, London, UK - PER, Pri... employer: PER, Private Equity Recruitment
As a leading global private equity firm based in London, we pride ourselves on fostering a dynamic and inclusive work culture that values innovation and collaboration. Our employees benefit from comprehensive professional development opportunities, competitive compensation packages, and the chance to work alongside industry experts in a fast-paced environment. Join us to be part of a team that not only drives investment success but also prioritises employee growth and well-being.
Contact Details:
PER, Private Equity Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Data and Reporting Analyst, Investor Relations, Global Private Equity Firm, London, UK - PER, Pri...
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your technical skills. Since this role involves data integrity and reporting, be ready to discuss your experience with CRM platforms and BI tools like Power BI or Tableau.
✨Tip Number 3
Showcase your attention to detail! Bring examples of how you've managed complex data workflows or improved processes in previous roles. This will highlight your fit for the Investor Relations team.
✨Tip Number 4
Don't forget to apply through our website! Completing the application process there ensures you’re fully in the running for the role. Plus, it’s a great way to show your enthusiasm for the position.
We think you need these skills to ace Data and Reporting Analyst, Investor Relations, Global Private Equity Firm, London, UK - PER, Pri...
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Data and Reporting Analyst. Highlight your experience with CRM systems and data analysis tools, as these are key for us in this position.
Showcase Your Skills:Don’t forget to showcase your technical skills! Mention your familiarity with Power BI, Tableau, or any other relevant tools. We love seeing how you can bring value to our team.
Be Clear and Concise:When writing your cover letter, be clear and concise. Explain why you’re a great fit for the role and how your background aligns with our needs. We appreciate straightforward communication!
Apply Through Our Website:Remember to apply through our website! It’s super important to complete the application process there to ensure we receive your application properly. We can’t wait to see what you bring to the table!
How to prepare for a job interview at PER, Private Equity Recruitment
✨Know Your Data Tools
Make sure you brush up on your knowledge of CRM platforms like DealCloud or Salesforce. Be ready to discuss how you've used these tools in the past, and think of specific examples where you improved data integrity or reporting.
✨Showcase Your Analytical Skills
Prepare to talk about your experience with BI tools like Power BI or Tableau. Have a couple of projects in mind where you used these tools to derive insights from complex data sets, and be ready to explain your thought process.
✨Communicate Clearly
Since you'll be explaining technical concepts to non-technical stakeholders, practice simplifying your explanations. Think of ways to convey complex ideas in a straightforward manner, perhaps using analogies or simple terms.
✨Demonstrate Attention to Detail
Be prepared to discuss how you ensure data accuracy in your work. Share examples of how you've caught inconsistencies in data and what steps you took to resolve them. This will show your potential employer that you take data integrity seriously.
