Private Equity Senior Analyst

Cepres•Florida / Denver / Dallas, FL

2d•Hybrid

About The Position

CEPRES is a leading and fast-growing digital investment platform for private capital markets, serving institutional clients like sovereign wealth funds, insurances, and pension plans. Our platform connects thousands of professionals to the largest private investment network worldwide. Headquartered in Munich and New York, with additional offices globally, CEPRES fosters a diverse team of over 20 nationalities, valuing smart, innovative, and collaborative individuals who are global players.

Requirements

Master’s Degree preferred - Someone pursuing their Master's in (Finance, Economics, Accounting, Computer Science or related field working with big data)
Interest in Corporate Finance, especially the Private Equity industry (Financial Statements, Private Market Transactions, etc.)
Experience/knowledge in handling datasets and analytics workflows; working knowledge of SQL (querying, joins, aggregation, validation queries) and Power BI (data modeling concepts, measures/KPIs, data quality checks, reporting are highly appreciated).
Strong data analysis skills to conduct scaled analysis (Advanced Excel - VBA Beneficial, Python)
Ability to work with big data using various tools & applications
Practical working experience using AI productivity tools (e.g., Gemini, Copilot, Claude) to improve workflow efficiency (automation, summarization, drafting, data/QA assistance) is highly appreciated.
Ability to analyze financial data fast and efficiently, familiarity with high-level accounting topics (i.e. high-level data reconciliation)
3-4 years of experience in M&A, leverage finance transactions, or investment banking preferred
Interest in building analysis frameworks, and standardization of analysis methodology and company-wide processes
Excellent presentation skills
Good English skills (written & communication)
Time Management skills to coordinate information from internal stakeholders efficiently and customers and finalize tasks & assigned projects.
Intercultural competence required to adapt and excel within a truly diverse and international company
Excellent teamwork skills
Affinity to improve and optimize established workflows to enhance efficiency
Ability to collect/research qualitative and quantitative data in multiple formats and from different sources

Nice To Haves

Working knowledge of Power BI (data modeling concepts, measures/KPIs, data quality checks, reporting are highly appreciated).
Advanced Excel - VBA Beneficial, Python
Practical working experience using AI productivity tools (e.g., Gemini, Copilot, Claude) to improve workflow efficiency (automation, summarization, drafting, data/QA assistance) is highly appreciated.
3-4 years of experience in M&A, leverage finance transactions, or investment banking preferred

Responsibilities

Coordinate client investment data handling with accurate and timely feedback.
Collaborate with cross-functional teams across different geographies and time zones.
Perform regular data ingestion, transformation, and loading (ETL) tasks across defined pipelines.
Write and maintain basic SQL queries and scripts for data extraction and reconciliation.
Manage schedules and overall project status to ensure requirements and project components are understood and delivered according to service level agreements and best practices across cross-functional teams.
Responsible for timely delivery of the project components and ensuring requirements of the projects are met.
Work closely with customer success managers and the project manager to ensure ad-hoc and quarterly planned portfolio monitoring activities are delivered to the client as per the service level agreement.
Assist the project manager in management reporting.
Maintain the highest levels of client satisfaction amongst clients through professional and timely communications and actions.
Develop and produce presentations, descriptive documentations regarding the platform (written and digital) for internal and external clients.
Lead and manage process optimization projects along with business intelligence projects.
Adhering to best practices and workflows at both, the organization and project levels.

Benefits

Career Path in Private Equity
Unparalleled opportunities for career growth and promotions
Regular feedback
Mentorship provided by an international team of passionate experts
Unique growth story
Exciting, challenging role in a dynamic global environment
Outstanding benefits
Opportunities to thrive in a diverse, inclusive, and international workplace
Compensation of attractive package that reflects your skills, contributions, and growth potential
Commitment to creating an inclusive environment for all
Celebration of diversity