About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Investment Banking.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client’s Private Capital Advisory (PCA) team is seeking a hands-on Data Analyst to build data-driven workflows, automate reporting, and support analytics for deal teams and client materials. You will work closely with data engineers, analysts, and senior bankers to improve data quality, streamline processes, and deliver timely insights that support secondaries and private markets activity.

• Partner with data engineers, analysts, and senior bankers to identify process automation and system integration opportunities
• Design and implement automated ETL/reporting pipelines and dashboards to improve timeliness and accuracy
• Build data validation and governance frameworks, including automated quality checks and exception reporting
• Document requirements, map data flows, and support change management for new analytics tools and dashboards
• Integrate analytics into deal execution and client deliverables in collaboration with PCA’s data team
• Research and pilot emerging techniques and tools (including AI-assisted workflows) relevant to secondaries analytics

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Qualifications

• 2+ years of experience in data analytics, consulting, or banking (preferably with exposure to private markets)
• Bachelor's degree in a quantitative field (Data Science, Quantitative Finance, Economics, or similar)
• Demonstrated proficiency in Python, SQL, and Excel (or equivalent)
• Experience using DealCloud, Salesforce, or comparable deal-management / CRM systems
• Strong verbal communication skills; able to explain technical work to non-technical stakeholders, including senior bankers
• Organized, detail-oriented, and able to manage multiple high-impact projects with guidance
• Familiarity with private markets and secondaries analytics is a plus
• Intellectual curiosity about AI’s role in financial services and willingness to experiment with new tools

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Compensation & Benefits

• Expected Base Salary Range: $100,000 - $130,000 (base)
• Eligible for discretionary bonus (cash and/or deferred equity) where applicable
• Comprehensive benefits (medical, dental, vision), 401(k), life & disability coverage, well-being programs, family support, paid time off, commuter benefits, and more (subject to eligibility)

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About the Confidential Client

Confidential Client is a leading Investment Banking advisory organization with a global Private Capital Advisory practice advising financial sponsors and limited partners on secondaries, liquidity, and structuring solutions. The PCA team blends deep market experience with data- and technology-driven approaches to support transaction execution and client strategy.

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Additional details

• Employment type: Full-time
• Location: New York, NY (on-site / hybrid expectations determined by the client)
• Applicants should be authorized to work in the U.S. (the client will comply with applicable verification requirements)

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.