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Data Analyst - OA

RDV Corporation•Grand Rapids, MI

About The Position

OA Private Capital (OAPC), an affiliate of RDV Corporation, manages investments in private equity funds, co-investments, and other traditional and alternative asset classes. The Firm is growing and offers a fast-paced, dynamic work environment. The Data Analyst supports OAPC’s operations, including investment reporting document management, portfolio monitoring, portfolio valuation, internal reporting, and process improvement. The role suits an analytical candidate with strong technical skills and excellent attention to detail. The successful candidate will manage daily portfolio monitoring and document activities, develop and maintain internal reports and dashboards, collaborate professionally with team members, and contribute to the continuous improvement of OAPC’s operations.

Requirements

  • Bachelor’s degree; Business Analytics, Data Science, or a similar field is preferred.
  • Professional demeanor and ability and desire to work collaboratively in a team environment.
  • Strong attention to detail and ability to understand the broader context and relationships within data.
  • Analytical capability, curiosity, and a strong desire and capacity to learn.
  • Excellent organizational skills and ability to initiate, prioritize, and follow through on projects.
  • Ability to work in a self-directed manner.
  • Proficiency with Microsoft software, particularly Excel.
  • Ability to implement and maintain business processes and best practices.
  • Discretion when handling sensitive, highly confidential information.

Nice To Haves

  • Experience working with PowerBI.
  • Degree in Business Analytics, Data Science, or a similar field.

Responsibilities

  • Use existing technology platforms to procure, file, and distribute investment reporting documents appropriately.
  • Collaborate with the OAPC investment team to collect and enter investment-related data accurately and on time, supporting portfolio monitoring and semi-annual portfolio valuations.
  • Monitor actual cash activity against cash flow forecasts and bring potential re-forecasting needs to the Director of Operations’ attention.
  • Assist with valuation activities by monitoring the valuation process and supporting valuation reporting.
  • Follow current processes and best practices, and work cross-functionally to identify process improvements and use technology to scale operations efficiently.
  • Provide data quality assurance and support OAPC’s data governance programs.
  • Attend regular internal meetings and educational sessions.
  • Execute other projects as assigned.

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