Technical Data Analyst (Portfolio Monitoring)

Job Description

About our client :

Our client is a global investment advisory firm focusing on long-term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance.

What you will be doing :

• Support monthly financial and valuation submissions using Chronograph and 73 Strings, ensuring accuracy and consistency with deal teams.
• Produce timely and accurate insights using Excel, Power Query, and other tools, leveraging Chronograph and 73 Strings for data consistency and automation.
• Maintain and enhance datasets, ensuring accuracy, governance, and alignment with the firm’s data architecture.
• Partner with Data & Analytics and Data Platform teams to improve integrations across systems like Snowflake, dbt, and PowerBI.
• Contribute to digital transformation by identifying process efficiencies and automation opportunities, participating in cross-functional data initiatives, and fostering a culture of continuous learning.

What our client is looking for :

A relevant tertiary qualification would be beneficial (E.g., Computer Science, Information Systems, Accounting, etc.)

A minimum of 3 years relevant experience.

Background in Alternative Investments / Financial Services preferred.

Experience with SQL and Excel.

Experience with Portfolio Monitoring software (e.g., Chronograph, eFront PM, iLEVEL).

Familiarity with Python, dbt, GitHub, Jira, Notion, PowerBI, or PowerPlatform.

Experience implementing or maintaining data systems or new business processes.

Job ID :

J107056

For a more comprehensive list of opportunities that we have on offer, do visit our website - https : / / www.parvana.co.uk / careers

Requirements

Technical Data Analyst, Portfolio Monitoring, Investment Advisory, Chronograph, 73 Strings, Excel, Power Query, Snowflake, dbt, PowerBI, Python, GitHub, Jira, Notion, Alternative Investments, Financial Services

Requirements

Technical Data Analyst, Portfolio Monitoring, Investment Advisory, Chronograph, 73 Strings, Excel, Power Query, Snowflake, dbt, PowerBI, Python, GitHub, Jira, Notion, Alternative Investments, Financial Services