Research, retrieve, and backfill missing investment, portfolio, demographic, and legal data
Monitor internal investment deal workflows to identify potential portfolio valuation impact or transactions to record
Advise and monitor interdepartmental data contacts to ensure proper data input (identify and recommend new ways to streamline data input)
Perform analysis of data and trends to proactively deliver insights about operational performance and drive improvements
Design and implement reporting dashboards and the associated data pipeline to deliver insights and enhance the workflows of internal teams
Conduct research on various business and data collection processes to uncover bottlenecks and suggest improvements. Pioneer ways to instrument our processes to easily identify inefficiencies
Please keep in mind this list is not all-inclusive and you may be asked to perform other job functions not otherwise listed.