Investment Data Analyst Private Valuation Hybrid Job In Toronto

Investment Data Analyst - Private Valuation - HYBRID - Direct IT Recruiting Inc.
  • Toronto, Ontario, Canada
  • via JobMesh CA
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Job Description

NOTE: HYBRID work model, 2-days/week in office. Office located in Toronto.

Type: 6 Month Contract, 8 hours/day, 40 hours/week

Work Experience: Data Analyst, PowerBI, Dashboards, Python, Risk Management, Reports, Complex Excel, Statistics, CFA Level II, Math, Private Valuation, SQL

Industry: Capital Markets, Investments, Bank

DESCRIPTION:

  • 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 better capture 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 completion of an acceptable volume of work and for the communication of status of personal work plans and tasks required to design and develop assigned portion 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

REQUIREMENTS:

  • 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.

TO APPLY: https://directitrecruiting.com/job/investment-da-private-valuation/

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