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  • Fort Lauderdale, FL

Finance and Data Analyst

Real Estate and Infrastructure Investment Management Firm

Our client, a multibillion dollar investment management firm that invests in a variety of sectors, including real estate and infrastructure is looking to add a data and finance analyst/associate to its team.

Can you make the data dance so executive management can use your work for decision making?


  • Collaborate with cross-functional teams to identify data needs and develop solutions to meet business objectives.
  • Utilize this data to assist in analysis of current deal flow.
  • Utilize existing BI platform, plan and implement enterprise business intelligence solutions for the transformation of complex data into meaningful and useful information for data analysis purposes.
  • Support in the development and delivery of monthly and quarterly reporting packages to executive leadership.
  • Work with deal team and management to determine how BI and analytic solutions can be further leveraged to support business strategies, capabilities, and processes.
  • Identify trends and patterns in data to identify potential areas of improvement or growth.
  • Identify opportunities to develop forecasts, statistical models, segmentation schemes, and data-driven analyses to support various enterprise initiatives.
  • Assist with special projects as needed from the global enterprise community and corporate leadership.


  • Bachelor’s degree in finance, computer science or other business related field.
  • Real estate experience a plus.
  • Alteryx, Power BI or SQL system experience a plus.
  • Experience working effectively and collaboratively with a variety of customers and personalities to include but not limited to executive management, functional leaders, data analysts, software engineers, consultants and vendors.
  • Analytical, creative, and innovative approach to solving problems. Ability to conceptualize and think creatively, along with excellent written, verbal, and presentation communication skills.
  • Ability to work cross functionally in a collaborative team environment to influence and ensure alignment on standards and processes, data management, and business intelligence technology decisions.
  • Solid understanding of BI and related reporting and analytics best practices and trends.
  • Excellent analytical skills, business analysis and requirements-gathering experience.

  • Max. file size: 300 MB.