Finance & Analytics Manager

This is an exciting opportunity to join a highly regarded global investment management firm in a finance and analytics role focused on private equity data technology and process improvement. Were looking for someone with a strong foundation in fund accounting financial reporting or investment management finance who is interested in moving further into data analytics automation and AI-driven solutions. Youll work closely with Finance Investor Relations IT and investment professionals helping transform complex financial and operational data into meaningful reporting analytics and scalable technology solutions.

This is an ideal next step for someone who enjoys the technical and analytical aspects of finance but wants to move beyond traditional accounting responsibilities. The position combines hands-on financial analysis and investor reporting with opportunities to build new tools automate workflows improve data quality and leverage emerging AI technologies. The team is highly collaborative technically oriented and offers excellent exposure to senior leadership across a sophisticated global private equity investment platform.

Compensation includes a base salary 20-25% annual performance bonus (depending on experience) and generous employer-funded profit sharing along with excellent healthcare and retirement benefits.

What this role will own:

• Support private equity investor reporting fundraising activities and investor data requests delivering accurate financial and operational analysis using existing reporting tools and data infrastructure
• Partner with Finance Investor Relations and investment teams to understand reporting requirements and translate complex financial data into useful analysis and actionable insights
• Identify manual repetitive or inefficient accounting and reporting processes and develop automated solutions using Excel Power BI Alteryx SQL Python or other analytical tools
• Build and enhance financial reporting dashboards analytical models and scalable data solutions to improve accuracy efficiency and accessibility of information
• Collaborate with IT and Data Governance teams to improve data quality develop reliable reporting infrastructure and support enterprise-wide data initiatives
• Explore opportunities to leverage AI automation and emerging technologies to streamline financial workflows and develop more sophisticated analytical capabilities
• Contribute to the development of internal applications and reporting tools that support financial analysis investment operations and senior management decision-making
• Take ownership of analytical projects and process improvements working across multiple business functions to develop practical scalable solutions

Ideal background:

• Relevant experience across fund accounting financial reporting investment management finance public accounting or a similar analytical finance function
• Strong accounting and financial analysis foundation with an interest in transitioning toward data analytics technology and automation
• Experience within private equity alternative investments asset management or fund/partnership accounting is preferred
• Public accounting experience and/or CPA or CFA credentials are a plus but not required
• Strong Excel skills and comfort working with complex financial information large datasets and detailed reporting requirements
• Exposure to SQL Python Power BI DAX Alteryx or other business intelligence and analytical tools is beneficial but not required
• Interest in AI-assisted development automation data platforms and using technology to improve financial processes
• Strong problem-solving skills attention to detail and willingness to take ownership of projects from start to finish
• Excellent communication skills and ability to work with both technical and non-technical stakeholders across Finance IT and investment teams
• Self-motivated intellectually curious and eager to learn new technologies while building on an existing accounting or finance background

This is an excellent opportunity for a finance or fund accounting professional who wants to build a career at the intersection of private equity financial analytics and emerging technology. Ideal for someone who enjoys working with complex financial data improving processes and developing new analytical tools rather than being limited to traditional accounting and reporting responsibilities.