Fund Analyst

Marks Sattin
City of London, Greater London

Job Description

The Role: Fund Data Analyst

Location: London City Centre

Industry: Private Equity

Key Responsibilities:

  • Contribute to the digitalisation of financial data, improving data quality, accessibility, and analytical value across the Group
  • Conduct financial analysis of portfolio company operating models, industry sectors, and relevant macroeconomic trends.
  • Assist in the design, implementation, and continuous improvement of financial and operational reporting processes.
  • Participate in system development, automation and implementation projects.
  • Able to contribute to finance and data technology roadmaps and report-building strategies.
  • Support initiatives across multiple projects, collaborating with cross-functional teams on ad hoc and strategic initiatives

Prior Experience

  • Experience with AI-powered analytics, predictive modelling, or automation tools to enhance data-driven decision-making
  • Knowledge of data warehousing platforms for data modelling, integration and analysis
  • Experience within Private Equity / Investment Management / Fund Products
  • Ability across Macros and VBA
  • Experience with Power BI, Netsuite, eFront or Anaplan

Posted 2026-03-31

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