Data Analyst - Private Equity

Secondaries Data Analyst

Experience: 2 to 7 Years

Scope of Work

Secondary Vertical Implementation

• Support definition of the secondaries data model alongside onshore stakeholders
• Build and maintain the Excel-based staging tracker for secondaries investment data
• Automate workflows connecting multi sources into consolidated workbook
• Collect, validate, and review incoming data against defined specifications
• Document data specifications, validation rules, and review procedures as standards evolve
• Assist with migrating validated data into Everest or other on-system tools

Database Enrichment and Archiving

• Archive secondaries pricing and diversification databases
• Map net new funds from the pricing database (currently name-only) to on-system and off-system IDs
• Resolve naming ambiguities using market data providers and internal records
• Ensure pricing records in the Excel/Access model are correctly tied back to funds and companies
• Build lookup and matching logic to monitor completeness and accuracy of mappings over time
• Assist in building SQL based retrieval tools

Required Skill Sets

• Familiarity with secondary investments or financial accounting
• Familiarity with market data providers
• Advanced Excel / Power Query
• Python (pandas)
• AI Prompt Engineering
• Operational work
• Attention to detail
• Organized record keeping
• Strong communication skills
• Data reconciliation
• SQL