About the Role

Support the Portfolio Value Creation Team and the Investment Team in managing all the data related aspects of each business with the goal of ensuring the team is able to make the best decisions backed by robust and accurate data.

Key responsibilities

Data Management

A. Data Quality and Integrity

• Ensure that data is accurate, consistent, and reliable throughout its lifecycle, which is critical for making valid and trustworthy decisions.
• Cleanse data and scrutinize computer-generated reports and outputs to identify and rectify coding errors.

B. Collecting Data from Various Sources

• Gather data from various sources, including databases, APIs, and third-party sources and ensure the upkeep of databases and data systems.

C. Developing and Supporting Reporting Processes

• Create and maintain processes to generate accurate and timely reports that help stakeholders understand and act on key data insights.
• Identify opportunities for process enhancements.
• Collaborate with cross-functional teams on various tasks to specify data requirements for analysis projects tailored to their unique business processes.

D. Interpret and Apply Data

• Build and analyze business plans submitted by portfolio companies as well as potential investees to identify anomalies in assumptions.
• Conduct in-depth data analyses of company performance on a monthly and quarterly data using statistical methods and tools to uncover patterns, correlations, and insights.
• Benchmark performance against forecast as well to identify similar trends.
• Project likely exit scenarios for each company based on projections and performance of comparables in the public and private space.
• Provide an evaluation of impact of different funding scenarios on outcome for fund and key stakeholders at each portfolio company.

E. Maintain Data

• Manage Captables, liquidation preference stacks.