Data and Reporting Analyst, Investor Relations, Global Private Equity Firm, London, UK

Data and Reporting Analyst, Investor Relations, Global Private Equity Firm, London, UK

Full-Time 50000 - 70000 £ / year (est.) Home office (partial)
PER

At a Glance

  • Tasks: Manage data workflows and support reporting for the Investor Relations team.
  • Company: Global private equity firm with a strong presence in London and beyond.
  • Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
  • Other info: Fast-paced environment with a focus on detail and communication skills.
  • Why this job: Join a leading firm and make an impact through data-driven insights.
  • Qualifications: Undergraduate degree and experience with CRM platforms and BI 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 employer: PER

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 your growth and well-being.

PER

Contact Details:

PER 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

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We think you need these skills to ace Data and Reporting Analyst, Investor Relations, Global Private Equity Firm, London, UK

Data Integrity
Reporting
Operational Effectiveness
CRM Systems Management
DealCloud
Salesforce
HubSpot

Some tips for your application 🫡

Show Off Your Projects:In the world of data science, your projects can speak volumes about your skills. Make sure to showcase a few key projects in your CV or portfolio, especially those that highlight your ability to work with data sets, build models, or use relevant tools like Python, R, or SQL. Don’t forget to include links to any GitHub repositories if applicable!

Quantify Your Achievements:Employers love numbers! When drafting your CV, highlight your achievements with quantifiable results. For instance, mention how your data analysis led to a certain percentage increase in efficiency or revenue at a previous job or project. These details can really make your application pop!

Craft a Tailored Cover Letter:For a full-time role at PER, your cover letter should reflect your passion for data science and your excitement about the specific projects or values of the company. Dive into why you’re a good fit, how your skills align with their needs, and any unique perspectives you can bring to the team.

Stand Out with Relevant Courses and Certifications:Although experience talks, relevant courses or certifications can be your ticket to impressing hiring managers at PER. Mention any standout courses you've completed that equipped you with essential skills, such as machine learning certifications or data visualisation courses. This shows your commitment to continuously developing your skills in the field!

How to prepare for a job interview at PER

Brush Up on Your Statistics

For a data science role, we need to seriously sharpen our statistics skills. Get ready to tackle technical questions on probability distributions, hypothesis testing, and regression analysis. These are often the bread and butter of data science interviews, so don't just skim over them!

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Prepare a killer portfolio showcasing your data science projects. We should include details about the datasets used, the tools and techniques applied, and the impact of your findings. If we can walk them through a particularly challenging project or a cool visualisation that had real-world implications, it’ll really make us stand out!

Get Comfortable with Python and R

Most data science positions require us to be proficient in programming languages like Python and R. We should practice common libraries like pandas, NumPy, and scikit-learn, and be ready for live coding exercises or algorithm questions. Showing off our coding chops can really impress the interviewers at PER!

Prepare for Case Studies

Expect to encounter real-world case studies during the interview. We might be asked how we’d approach a data problem or analyse a dataset to extract insights. It's essential to think out loud and demonstrate our problem-solving process so that the interviewer can see our logical thinking in action.