Master information

Task description and requirements

• • Update existing PowerBI dashboards by independently running existing Python code, correcting data entry errors from templates previously filled in by the team and improving the code and existing database structure, if needed
  • Conduct research and propose visuals to capture better risks management features related to the evolution of the portfolios covered.
  • With supervision by senior staff, responsible for the timely completion of high-quality, well-documented internal data research and reports prototyping that makes appropriate use of technology.
  • Interact with business owners to document available data sources and be involved in the process of designing relevant dashboards and reports.
  • Interface with internal specialists or developers and contribute to technical decisions
  • Responsible for completing an acceptable volume of work and communicating the status of personal work plans and tasks required to design and develop assigned portions of projects.
  • Understand and extract relevant data from valuations Excel and pdf files (cash flows, macro drivers, terminal values and multiples, discount rates, equity beta, debt equity ratios, list of peers, peers multiples, etc.).
  • Research and propose portfolio and deal statistics and corresponding visuals use cases
  • Provide feedback on how the existing databases can accommodate adding new deals and whether anything else of relevance is available that was not already planned for
  • Run existing Python code to update data for internal dashboards, improve code and existing database structure if needed
  • Build visuals in PowerBI dashboards

• • Bachelor or Master degree with at least one Corporate Finance and one Investments course (CFA Level II or business exposure to private valuation process are considered equivalent)
  • Previous experience with relational databases and unstructured data as well as basic programming (any one of VBA, Python, R, Java, C#, Matlab, SQL, etc. or a course in Statistics or Econometrics are considered equivalent)
  • Understand how data is aggregated at the portfolio level and non-linear attribution of valuation changes.
  • Ability to detect relevant deal information and ask for directions when the concepts used are not within a pre-defined list or in the initial mandate.
  • Detail-oriented, methodic, well-organized, and solid mathematical skills are a must.

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