Data Analyst

This is a fully remote position, open to applicants in India.

📋 Description

• Review and evaluate financial documents obtained from General/Limited Partners, including capital calls, distributions, financial statements, and investment schedules.

• Access GP portals and repositories to download, categorize, and accurately tag fund-related documents with the correct metadata.

• Extract, standardize, and verify data from Private Equity documents such as Partners’ Capital Account statements, cash flow statements, and investment schedules.

• Determine suitable accounting breakdowns and classify data items related to fund-level investments and portfolio companies.

• Execute data quality assessments, address exceptions identified through manual QC reviews and automated validation logs, and ensure compliance with established data standards.

• Carry out routine reporting and basic trend analysis to assist internal analytics and operational insights.

• Aid in data cleansing initiatives to enhance accuracy and consistency across datasets.

• Contribute to process improvements, Lean initiatives, and automation efforts, including basic SQL-driven data tasks.

• Maintain comprehensive documentation of data collection and validation processes for audit purposes and future reference.

• Collaborate with team members to achieve both individual and team objectives with a strong emphasis on quality, accuracy, and timeliness.

• Engage in ad-hoc projects related to business expansion, data enhancement, or automation initiatives.

⛳️ Requirements

• Basic knowledge of Private Equity / Real Estate / Alternative Investment operations, including concepts of fund accounting and investor reporting is preferred.

• General understanding of capital markets, alternative investments, and Private Equity is preferred.

• Postgraduate degree in Finance, Data Analytics, or a related field (MBA (Finance), PGDM, or equivalent preferred).

• 0–1 year of experience in Fund Administration, Private Equity Operations, or Financial Data Processing.

• Strong analytical skills with a keen attention to detail and problem-solving capabilities.

• Proficiency in MS Office (Excel, Word, PowerPoint); basic knowledge of SQL and Python; familiarity with BI tools is a plus.

• Experience with automation, Lean methodologies, or GenAI tools is advantageous.

• Good understanding of fundamental accounting principles (GAAP).

• Excellent written and verbal communication skills in English.

• Ability to work effectively in a team setting under tight deadlines.

• Willingness to work global shifts and extended hours during peak reporting periods.

• Proactive attitude with a desire to learn, ask questions, and continuously improve.

🏝️ Benefits

• Health & Wellness: Comprehensive health care coverage tailored for both mental and physical well-being.

• Flexible Downtime: Generous time off to ensure you remain energized during your work hours.

• Continuous Learning: Access an extensive range of resources to advance your career and acquire valuable new skills.

• Invest in Your Future: Ensure your financial security with competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness initiatives.

• Family Friendly Perks: S&P Global offers benefits not just for you, but also for your partners and children, with top-notch family benefits.

• Beyond the Basics: Enjoy retail discounts and referral incentive awards—small perks that can make a significant impact.