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Investor Relations Data and Reporting Analyst, Leading Private Equity Firm, London, UK
We are working with a leading global private equity advisory firm that invests in businesses across the globe and across sectors. They are looking for an intelligent and ambitious Data and Reporting Analyst to join their Investor Relations team.
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Investor Relations Data and Reporting Analyst, Leading Private Equity Firm, London, UK

Investor Relations
UK
2 - 5 years
About our client

Our client is a leading global private equity firm headquartered in London, with roots dating back to the early 1970s. With offices across Europe, the Americas and Asia, they invests in growth companies across technology, services, and internet/consumer.
What the job involves

This role sits within the Investor Relations team and is responsible for data integrity, reporting and operational effectiveness across the team’s CRM and related systems. The successful candidate will be a detail-oriented, technically confident professional who can manage complex data workflows, support senior stakeholders with reporting, and help embed new tools and processes as the team continues to grow.
Who we are looking for

  • Undergraduate degree
  • Meaningful experience as a CRM power user, data operations or analyst role within financial services
  • Strong working knowledge of at least one major CRM platform (DealCloud, Salesforce, HubSpot, Dynamics or similar)
  • Excel skills; comfortable pulling, joining and analysing data from multiple sources
  • Exceptional attention to detail and a low tolerance for data inconsistency
  • Clear written and verbal communication – able to explain technical concepts to non-technical stakeholders
  • Resourceful and able to prioritise and multi-task in a fast-paced environment
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