Special Executions Group - Data Analytics Analyst

You will work closely with investment bankers and clients to understand business drivers and data structures. You will analyze large financial datasets to develop data-led narratives driving company growth and performance, and lead core financial workstreams including cohort analysis, retention analysis, unit economics analysis, and sales efficiency analysis. You will build data visualizations, models, and reporting to communicate key findings to clients and investors, identify new analytical approaches and frameworks, and support and mentor junior analysts. You will gain hands-on experience with large datasets using SQL, Python, Excel, Tableau, and Alteryx while working on live capital raise and sale transactions.

Responsibilities

• Work closely with investment bankers and clients to understand business drivers and data structures
• Analyze large financial datasets to develop data-led narratives driving company growth and performance
• Lead core financial workstreams including cohort analysis, retention analysis, unit economics analysis, sales efficiency analysis, and other growth initiatives validation
• Build data visualizations, models, and reporting to communicate key findings to clients and investors
• Identify new analytical approaches and frameworks to enhance the team's ability to analyze business models and operating performance
• Support and mentor junior analysts in the execution of workstreams
• Prepare high impact materials
• Participate effectively in both internal and external meetings

Requirements

• Major in Data Science, Analytics, Quantitative Finance, Statistics, or other quantitative major required
• 1-3 years of experience in transaction analytics, SaaS / FinTech data analytics or a related business / data analytics role
• Prior experience supporting M&A transactions, due diligence, or deal-related analytics strongly preferred
• Strong knowledge of core finance & accounting concepts required
• Experience with SQL, Python, R, PowerPivot, Tableau, or Alteryx required
• Permanent U.S. work authorization required
• Strong proficiency in Excel
• Advanced data analytics and financial analysis skills
• Excellent problem-solving ability and intellectual curiosity
• Ability to work with large datasets and complex analytical problems
• Excellent attention to detail and commitment to accuracy
• Strong writing and verbal communication skills
• Ability to articulate methods and results of complex analyses
• Ability to manage multiple high priority tasks and initiatives

Benefits

• 401(k) eligibility
• Paid time off benefits including vacation, sick time, and parental leave
• Medical, financial, and/or other benefits
• Discretionary awards