Junior Analyst (Private Capital Data Solutions)

Burgiss provides portfolio management software and data and analytics to asset owners investing in private capital. Our solutions streamline the investment process, provide transparency into portfolio holdings, and enable data-driven decisions. As an integral part of the private capital ecosystem, we continue to enhance our solutions by working with investors to meet their ever-changing needs.

Job Description

The Analyst is responsible for aggregation and reporting of underlying portfolio company investments of private capital investment partnerships. Data is compiled by the examination and analysis of direct fund manager reporting and other sources. This information is compiled on behalf of institutional asset owner clients, who use the information for transparency into portfolio composition and analysis of exposure and risk.

Responsibilities

• Detailed review and analysis of private capital partnership financial statements to compile and maintain specific holdings details
• Become familiar with a wide variety of methodologies of tracking investments, valuations, and proceeds
• Perform audit and other quality control functions for the content set
• Effectively communicate details of reporting and compilation methodologies in response to client-directed questions and requests
• Meet personal and team deadlines through collaboration with team members

Required Qualifications

• Detail oriented analytical mindset
• Results-focused self-starter
• Positive attitude and desire to learn
• Familiarity with MS Excel and MS Word
• Graduated or completing a bachelor’s degree within 3 months of hire
• All majors considered

Additional Qualifications

• Major in Finance, Accounting, Business, Economics, Technology, Mathematics are considered a plus
• Familiarity with financial markets, accounting, and private capital
• Familiarity with Excel macros, pivot-tables, VBA, MS Access, and database concepts

Send us your Resume along with a couple of sentences for your motivation to apply to ydobreva@burgiss.com or gzhekova@burgiss.com