Senior Data Analyst

Key Responsibilities • Extract, transform, and normalize performance data from systems such as Yardi, Salesforce, and internal databases using SQL, Databricks, and automated ETL processes. • Calculate, validate, and analyze investment performance metrics (IRR, MOIC, DPI, RVPI, TWR, GAV/NAV) at property, investment, and fund levels. • Support track record construction, return aggregation, variance analysis, and reconciliation of calculated results to source systems. • Build and maintain Excel models, templates, and dashboards using tools such as Power BI, Tableau, or Domo. • Execute data quality checks, reconciliations, and governance processes; document sources, logic, and business rules in partnership with the Data Steward. • Prepare benchmark and investor reporting inputs, including NCREIF/MSCI submissions, partner reports, DDQs, capital accounts, and ILPA-compliant deliverables. • Support quarterly and annual close activities by validating performance data used in financial and investor reporting. • Assist with data modernization initiatives, platform migrations, UAT testing, and process automation efforts. • Collaborate cross-functionally with Investments, Finance, Operations, Data Engineering, and external vendors to meet reporting and analytics needs. Education & Experience • Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Information Systems, or related field. • 2-4 years of experience in data analysis, financial reporting, investment operations, or fund administration (internship experience considered). • Exposure to private equity, real estate, or alternative investments preferred. • Interest in or progress toward CFA, CAIA, or CPA a plus. Technical & Core Skills • Advanced Excel skills (Power Query, pivot tables, complex formulas). • Strong SQL querying experience; familiarity with Databricks or modern data platforms preferred. • Experience with data visualization tools (Power BI, Tableau, Domo). • Strong analytical, organizational, and communication skills; high attention to data accuracy and confidentiality. • Ability to manage multiple priorities and communicate insights to non-technical stakeholders. • Interest in investment performance, data governance, and emerging technologies, including AI tools. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.