Private Equity Senior Analyst
NewBe an early applicantSummary
Manages client investment data handling and ETL tasks using SQL and Python while coordinating with cross-functional teams and assisting in project management within a digital private equity platform.
CEPRES is the leading and fastest growing digital investment platform for private capital markets, an institutional asset class which became very relevant in global investment portfolios of sovereign wealth fund, insurances, pension plans and others. This global institutional client base benefit from our award-winning investment solutions for their investment activities while we connect via the CEPRES platform thousands of professionals to the largest private investment network worldwide.
• Coordinate client investment data handling with accurate
and timely feedback
• Collaborate with cross-functional teams across different
geographies and time zones
• Perform regular data ingestion, transformation, and
loading (ETL) tasks across defined pipelines.
• Write and maintain basic SQL queries and scripts for
data extraction and reconciliation.
• Manage schedules and overall project status to ensure
requirements and project components are understood and delivered according to
service level agreements and best practices across cross-functional teams
• Responsible for timely delivery of the project components
and ensuring requirements of the projects are met
• Work closely with customer success managers and the
project manager to ensure ad-hoc and quarterly planned portfolio monitoring
activities are delivered to the client as per the service level agreement
• Assist the project manager in management reporting
• Maintain the highest levels of client satisfaction amongst
clients through professional and timely communications and actions
• Develop and produce presentations, descriptive
documentations regarding the platform (written and digital) for internal and
external clients
• Lead and manage process optimization projects along with
business intelligence projects
• Adhering to best practices and workflows at both, the
organization and project levels
Requirements
• Master’s Degree preferred - Someone pursuing
their Master's in (Finance, Economics, Accounting, Computer Science or
related field working with big data)
• Interest in Corporate Finance, especially the Private
Equity industry (Financial Statements, Private Market Transactions, etc.)
• Experience/knowledge in handling datasets and
analytics workflows; working knowledge of SQL (querying, joins, aggregation,
validation queries) and Power BI (data modeling concepts, measures/KPIs, data
quality checks, reporting are highly appreciated).
• Strong data analysis skills to conduct scaled
analysis (Advanced Excel - VBA Beneficial, Python)
• Ability to work with big data using various tools &
applications
• Practical working experience using AI productivity
tools (e.g., Gemini, Copilot, Claude) to improve workflow efficiency
(automation, summarization, drafting, data/QA assistance) is highly
appreciated.
•Ability to analyze financial data fast and efficiently,
familiarity with high-level accounting topics (i.e. high-level data
reconciliation)
• 3-4 years of experience in M&A, leverage finance
transactions, or investment banking preferred
• Interest in building analysis frameworks, and
standardization of analysis methodology and company-wide processes
• Excellent presentation skills
• Good English skills (written & communication)
• Time Management skills to coordinate information from
internal stakeholders efficiently and customers and finalize tasks &
assigned projects.
• Intercultural competence required to adapt and excel
within a truly diverse and international company
• Excellent teamwork skills
• Affinity to improve and optimize established workflows to
enhance efficiency
• Ability to collect/research qualitative and quantitative
data in multiple formats and from different sources
Benefits
- Career Path in Private Equity Step into one of the most in-demand and exciting industries in finance today. With us, you'll experience unparalleled opportunities for career growth and promotions, receive regular feedback, and benefit from mentorship provided by an international team of passionate experts. Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment.
- Culture That Drives Success We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership. At our company, collaboration and mutual support are at the heart of everything we do. Transparency in company goals ensures you’re always part of the bigger picture.
- Commitment to Our People We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace.
- Compensation of attractive package that reflects your skills, contributions, and growth potential.
