NM Capital - Investment Data Analyst
Core
Manage, transform, and integrate investment portfolio and benchmark data to support quantitative analysis, performance measurement, and reporting for clients and senior leadership.
Role type
Investment Data Analyst
Builds
Custom investment analyses, performance measurement frameworks, and Power BI dashboards for portfolio management and investor relations.
Domain
Private Equity / Hedge Fund / Asset Management
Deliverable
production ML models | dashboards & analysis
Required skills
Python (pandas, numpy), SQL, Power BI, Excel modeling, data transformation (dbt), investment performance measurement, portfolio analytics, data validation
Preferred skills
Snowflake, AI-ready dataset optimization, ad-hoc modeling for investment decisions
Technologies
Snowflake, dbt, Python, Power BI, Excel
Responsibilities
Manage and integrate portfolio/benchmark data for quantitative analysis; Develop performance measurement frameworks (returns, attribution); Design custom analyses and models for investment questions; Build Power BI dashboards for portfolio management; Partner with investment/finance teams on due diligence and reporting; Document analytical methodologies and data standards.
Seniority
Mid-level, hands-on IC