asset analyst

Marathon Health

<div><div>Marathon Health is a leading provider of advanced primary care in the U.S., serving 2.5 million eligible patients through approximately 630 employer and union-sponsored clients. Our comprehensive services include advanced primary care, mental health, occupational health, musculoskeletal, and pharmacy services, delivered through our 680+ health centers across 41 states. We also offer virtual primary care and mental health services accessible in all 50 states. Transforming healthcare delivery with a patient-first approach, we prioritize convenient access to both in-person and virtual care, resulting in improved health outcomes and significant cost savings. Committed to inclusivity and collaboration, we foster a positive work environment and recruit exceptional talent to ensure expertise and compassion in healthcare delivery. Marathon has been recognized as a five-time Modern Healthcare Best Places to Work in Healthcare winner and a six-time Best in KLAS award winner for employer-sponsored healthcare services.</div><div>
ABOUT THE JOB</div><div>
The IT Asset Management Analyst will perform tasks related to asset management and inventory control. Responsible for receiving, tagging, tracking, monitoring, auditing, and maintaining information technology (IT) assets and documentation as equipment is received, deployed, or disposed of.</div><div>
The IT Asset Management Analyst is responsible for the asset lifecycle of IT end user equipment and IT Infrastructure Hardware. This position will be responsible for the deployment of IT equipment needed for the Implementations Team.</div><div></div><div>
ESSENTIAL DUTIES &amp; RESPONSIBILITIES</div><ul><li>
Inventory Management</li><li>
Work closely with other team members as part of a cohesive group</li><li>
Lifecycle management of end user computing</li><li>
Work with procurement specialists to purchase inventory</li><li>
Work service requests out of designated queue</li><li>
Participate in systems/application administration</li><li>
Meet or exceed required Service Level Agreements for issue resolution</li><li>
Document, review, and improve existing or new procedures and workflows regarding asset management</li><li>
Participate in Project deployment</li><li>
Maintains technical knowledge through self-study, and hands-on experience</li><li>
Strict adherence to all IT Security Policies and Procedures (including HIPAA and PCI Compliance, Soc 2 and Hi Trust)</li><li>
Adhering to organizational security policies and procedures, for maintaining operational and technical information security controls in relation to asset management and protocols</li></ul><div></div><div>
QUALIFICATIONS</div><div>
Bachelor&rsquo;s degree in information technology or related field and a minimum of 4 years of Help Desk experience or equivalent combination of education and experience. Experience in a ITIL based role, such as Service Desk, Incident, Problem or Change Management. ITIL V4 foundation Certification preferred.</div><div></div><div>
DESIRED ATTRIBUTES.</div><ul><li>
Working knowledge of data and telephony network standards and protocols</li><li>
Experience using and administering ITSM tools</li><li>
Proficient at developing workflows to increase efficiency while still following standard processes and procedures</li><li>
Ability to work independently and collaboratively</li><li>
Excellent communication skills both verbal and written</li><li>
Excellent time management skills and ability to work under pressure</li><li>
Excellent Customer Service Skills</li><li>
Self-motivating and having the capability to learn new things on your own in support of your work</li><li>
Advanced Knowledge of MS-Office products for windows including Word, Excel, Visio and SharePoint</li><li>
Mac OS &ndash; Preferred</li></ul><div></div><div>
Pay Range: $55,000 - $65,000/yr</div><div>
The actual offer may vary dependent upon geographic location and the candidate&rsquo;s years of experience and/or skill level.</div><div></div><div>
We are accepting applications for this position until a candidate has been selected. To apply to this position and learn more about open jobs at Marathon Health, visit our careers page.</div><div></div><div>
Marathon Benefits Summary</div><div></div><div>
We believe in empowering teammates to do their best work and build better healthcare. Below are some of our benefit offerings. Eligibility is based on 24/hr week.</div><ul><li>
Health and Well-Being: Free Marathon membership for in person and virtual care, employer paid life and disability insurance, and choice in medical/dental plans, vision, employer funded HSA, FSA, and voluntary illness, accident and hospitalization plans. Benefits are effective on the first of the month following date of hire.</li><li>
Financial Support: Competitive compensation, 401k match, access to financial coaching through our Employee Assistance Program</li><li>
Lifestyle: Paid time off for vacation, sick leave, and more, holiday schedule</li></ul></div><div></div>

IT Asset Management Analyst

Ballast Investments, LLC

<div>Base Annual Compensation: $85,000-$100,000 (depending on experience)
Title: Analyst, Asset Management
Reports to: Director, Asset Management
Primary Function: Financial Analysis, Asset Management
Status: Full-time, Exempt
Location: San Francisco, CA 
Summary
Ballast (&ldquo;Ballast&rdquo; or &ldquo;The Company&rdquo;) is seeking an Analyst to support our rapidly growing team. Under the general supervision of the Asset Management and Operations Team, the Analyst will be responsible for activities relating to the financial analysis and operations of Ballast&rsquo;s investment portfolio. As the Analyst gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.
The Company is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.
Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests. 
Primary Responsibilities<ul><li>
Perform return on investment (ROI) analyses to assess the viability of potential projects</li><li>
Prepare comprehensive ad-hoc analyses, supporting informed decision-making around operational expense reduction projects</li><li>
Analyze feasibility of strategic business ventures and growth opportunities</li><li>
Work with departments on ad-hoc projects to reduce operating expenses for our MF buildings</li><li>
Assist integrated departments to achieve profitability goals</li><li>
Conduct sensitivity analyses to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management</li><li>
Monitor key operating metrics, identify variances, and provide actionable insights to enhance operational efficiency</li><li>
Collaborate across multiple departments (including Accounting, Operations, Construction Management, and Leasing) to ensure accurate and aligned objectives</li></ul> 
Investor Relations &amp; Communication<ul><li>
Support participation in external calls with key investors and stakeholders, contributing to effective communication and relationship management</li><li>
Manage and update several asset management web-based dashboards for dissemination internally and externally</li><li>
Assist in the preparation of materials for investor meetings</li></ul> 
Minimum Requirements and Qualifications<ul><li>
Bachelor&rsquo;s Degree in Business, Finance, Accounting, Real Estate, Economics, or related field</li><li>
1-5 years of real estate private equity, real estate development, real estate brokerage, or investment banking</li><li>
Strong in Microsoft Excel, Word, PowerPoint; working knowledge of Yardi is a plus</li></ul> 
Key Skills and Competencies<ul><li>
Clear, articulate communicator, able to maintain effective documentation</li><li>
Strong analytical and qualitative skills</li><li>
Able to prioritize, organize, and meet all deadlines</li><li>
Committed to high standards of excellence and ethics</li><li>
Effectively identify issues and formulate solutions</li><li>
Capability to think critically, solve problems logically, and make well-reasoned decisions</li><li>
Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information</li><li>
Goal-oriented and diligent</li></ul> 
Ballast is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Ballast is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</div>

Analyst, Asset Management

JLL supports the Whole You, personally and professionally.
 
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and personalized benefits to manage life in and outside of work. Whether you’ve got deep experience in commercial real estate, skilled trades, and technology, or you’re looking to apply your relevant experience to a new industry, we empower you to shape a brighter way forward so you can thrive professionally and personally.
 
Analyst, Asset Management
 
What this job involves: 
The Analyst will work in collaboration with Asset Managers to implement value-added strategies for JLL Real Estate Capital, LLC (“JLL REC”) multifamily and commercial properties while maintaining the core ethical values of JLL REC. The Analyst must demonstrate attention to detail, organization, analytical orientation, leadership, and possess the initiative to work in an independent and reliable manner. The Analyst will be relied upon by the team to analyze the financial performance of the JLL REC portfolio and provide thoughtful analysis which will be heavily utilized for JLL REC’s overall risk assessment. Building positive and professional rapport with the Asset Management team, JLL Production, Agency colleagues, and Borrowers is a key component to the Analyst providing value to JLL REC through financial analysis. The Analyst, with guidance from Asset Managers and Portfolio Managers, will be expected to proactively manage risk while being available as direct support for the Asset Management team for analytics, reports, and various projects.
 
Passion for real estate
 Do you live and breathe real estate financial analysis? After understanding your prospects’ real estate needs, you will take the lead in arranging their viewing schedules, analysing the pros and cons of respective options, advising them on the best asset management strategies and seeing those strategies through to ensure maximum results. Working closely with our other brokers and analysts from various global offices, you will put together to analyze the financial performance of the JLL REC portfolio.
 Hunting for your next success
 Does new business light a fire in you? We, too, are just as passionate about growing our portfolio! You will always be searching for your next deal. You’ll grow and leverage your network of contacts to ensure you are at the forefront of the market.
 Negotiating for the best deal
 Are you confident in your negotiation skills? You will need to perform financial analysis and conduct due diligence in order to convince your prospects of your case. Your advice can help them to make a decision between renewing or relocating and the real estate option they choose eventually. Such decisions will shape the real estate footprint of your prospects.
 
Delivering excellent service
 You will attend routine meeting with the client together with the team head. You will attend ad-hoc meetings with analysts to address their concerns and to build a good rapport with them.
 
Sound like you?
 
Energetic Individual
 Are you bursting with energy and ready to hit the road running? Your passion in cultivating new contacts will be integral in helping the business grow its market share. A go-getter at heart, you aim to excel in this competitive office leasing space while creating an impression in the market.
 
Inquisitive
 Are you interested to acquire more knowledge about the risk assessment of real estate? You will expected to proactively manage risk while being available as direct support for the Asset Management team for analytics, reports and various projects. We are happy to bring on
 enthusiastic candidates with a flair in developing new business in other real estate asset classes such as residential, retail or industrial spaces and providing them with the opportunity to develop their career.
 
Team player
 While you will be required to work independently while chasing your own leads, we work closely within the global team to service international clients. You can learn from the best brokers in the industry and pick up the market skills required to know how to manage your clients’ needs in the long run.
 Great communicator
 Can you put your ideas across to your clients clearly both verbally and in writing? JLL is the leading real estate solutions provider therefore we pride ourselves to be able to present our proposed commercial spaces and negotiated terms clearly to the various stakeholders within our clients’ organization. Excellent communication skill is imperative in this case and you will need to manage your schedule well in order to juggle your existing tenants as well as sourcing for new ones.
 
To apply you need to be: 
Being Analytical
 You will be building, maintaining, supporting and validating primary and secondary sources to be used to support our Asset Management team for analytics, reports and various projects. You will also be extracting valuable information from public data sources ranging from
 macroeconomic trends, industry developments, company financial information and competitor landscape. You will also be involved in data cleaning, preparation, interpretation and analysis using statistical technique and tools in Excel, Internal CRM database and other data management systems.
 
Meticulous
 You must pay attention to detail and have excellent problem-solving skills. Possess the ability to collate information into cohesive presentations with proper slide layout / design.
 
Duties & responsibilities
 Analyze annual and quarterly financial statements for an assigned portfolio of multifamily and commercial properties in accordance with JLL REC best practices and the requirements of Fannie Mae, Freddie Mac, HUD, Life Companies and other Investors
 Participate in Asset Management related meetings as requested
 Prepare and submit assigned reporting to management and investors, as required
 Lead individually assigned departmental tasks
 Other duties as deemed necessary
 Qualifications
 You will have a Degree / Diploma or relevant educational background in Real Estate, Business Administration or Accounting & Finance with min 2-5 years of working experience. You are well verse in Microsoft Office and real estate financial analysis, ability to recognize and mitigate risk, detail oriented, ability to multi-task and manage deadlines, strong customer service skills (written and verbal).
 
Strong Microsoft Excel and Word proficiency
 Strong math, verbal, writing, and organizational skills
 Strong time management skills and ability to operate under demanding deadlines
 Ability to multitask and work on several transactions simultaneously
 Ability to recognize risk
 Excellent attention to detail
 Ability to audit own work
 Ability to work independently and in teams
 
What we can do for you: 
At JLL, our purpose is to shape the future of real estate for a better world.
 We make sure that you become the best version of yourself by helping you realise your full potential in an entrepreneurial and inclusive work environment. We will empower your ambitions through our dedicated Total Rewards Program, competitive pay and benefits package.
 
If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements below. We’re interested in getting to know you and what you bring to the table!
 
Personalized benefits that support personal well-being and growth:
 
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health.
 
About JLL –
 
We’re JLL—a leading professional services and investment management firm specializing in real estate. We have operations in over 80 countries and a workforce of over 102,000 individuals around the world who help real estate owners, occupiers and investors achieve their business ambitions. As a global Fortune 500 company, we also have an inherent responsibility to drive sustainability and corporate social responsibility. That’s why we’re committed to our purpose to shape the future of real estate for a better world. We’re using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people, and our communities.
 
Our core values of teamwork, ethics and excellence are also fundamental to everything we do and we’re honored to be recognized with awards for our success by organizations both globally and locally.
 
Creating a diverse and inclusive culture where we all feel welcomed, valued and empowered to achieve our full potential is important to who we are today and where we’re headed in the future. And we know that unique backgrounds, experiences and perspectives help us think bigger, spark innovation and succeed together.

Burrell Behavioral Health

<div>Job Description:
Job Title: IT Asset Management Specialist I
Location: Hannibal, MO 
Department: Information Technology 
Employment Type: Full-time 
Shift: Monday &ndash; Friday, 8:00 A.M. &ndash; 5:00 P.M.
Job Summary:
Are you a detail-oriented and proactive IT professional passionate about optimizing technology resources and ensuring operational efficiency? Join our team at Preferred Family Healthcare as an IT
Asset Management Specialist I!
In this role, you&rsquo;ll manage the lifecycle of IT assets&mdash;from procurement to disposal&mdash;ensuring accurate records, compliance with policies, and optimal utilization across the organization. You&rsquo;ll collaborate with cross-functional teams to maintain our configuration management database (CMDB), conduct audits, and support end-users with asset-related processes.
Position Perks &amp; Benefits:<ul><li>
29 Days of PTO</li><li>
Eligibility for HRSA Loan Repayment (eligibility requirements apply)</li><li>
Comprehensive employee benefits package &ndash; health, dental, vision, retirement, life, &amp; more</li><li>
Competitive 401(k) Retirement Savings Plan &ndash; up to 5% match for Part-Time and Full-Time employees</li><li>
Company-paid basic life insurance</li><li>
Emergency Medical Leave Program</li><li>
Flexible Spending Accounts &ndash; healthcare and dependent child-care</li><li>
Health &amp; Wellness Program</li><li>
Employee Assistance Program (EAP)</li><li>
Employee Discount Program</li><li>
Mileage Reimbursement (if applicable)</li></ul>
Key Responsibilities:<ul><li>
Maintain accurate inventory of all IT assets including hardware, software, licenses, and accessories</li><li>
Update and manage the CMDB to reflect current asset information</li><li>
Track IT asset lifecycle: procurement, deployment, maintenance, upgrades, and decommissioning</li><li>
Conduct regular audits to ensure compliance with asset management policies</li><li>
Collaborate with IT teams to establish asset tracking and reporting processes</li><li>
Develop and implement asset tracking workflows</li><li>
Coordinate with vendors for procurement, licensing, maintenance, and disposal</li><li>
Monitor asset utilization and recommend optimization strategies</li><li>
Identify and resolve discrepancies in asset records</li><li>
Provide technical support and guidance to end-users on asset procedures</li><li>
Stay current with industry best practices and trends in IT asset management</li></ul>
Education and/or Experience Qualifications:<ul><li>
Bachelor&rsquo;s degree in Computer Science, Information Systems, or related field OR 4 years of equivalent experience</li><li>
Prior experience in IT asset management or a related role preferred</li></ul>
Additional Qualifications:<ul><li>
Knowledge of IT asset management principles, tools, and processes</li><li>
Familiarity with ITIL practices and CMDB systems</li><li>
Proficiency in asset management software</li><li>
Strong analytical and problem-solving skills</li><li>
Excellent attention to detail and record-keeping</li><li>
Effective communication and interpersonal skills</li><li>
Ability to work independently and collaboratively</li><li>
Strong organizational and time management abilities</li></ul>
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
Position Perks &amp; Benefits:
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, &amp; more
Top-notch training: initial, ongoing, comprehensive, and supportive
Career mobility: advancement opportunities/promoting from within
Welcoming, warm, supportive: a work culture &amp; environment that promotes your well-being, values you as human being, and encourages your health and happiness
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Brightli is a Smoke and Tobacco Free Workplace.</div>

IT Deskside Support Specialist (IT Asset Management)

Confidential

<div>
 
 
 About the Role:
 
 
 
 We are seeking a
 
 Financial Data Analyst
 
 to join a dynamic team focused on driving performance across a diverse asset portfolio. This role is ideal for someone passionate about turning data into actionable insights and contributing to strategic decision making.
 
 
 You&rsquo;ll work closely with cross-functional teams to develop KPIs, build dashboards, and analyze financial and operational data. If you're detail-oriented, analytical, and thrive in a fast-paced environment, we&rsquo;d love to hear from you.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 
 
 Data Analyst:
 
 
 <ul>
 <li>
 Collect financial and operational data related to company assets with accuracy and timeliness.
 </li>
 <li>
 Clean, validate, and standardize datasets to ensure quality and consistency across all assets.
 </li>
 </ul>
 
 
 KPI development and performance analysis:
 
 
 <ul>
 <li>
 Develop, track, and maintain asset-level KPIs such as ADR, RevPAR, Occupancy, GOP margin, and EBITDA.
 </li>
 <li>
 Collaborate with Asset Management, Development, and other teams to ensure KPIs reflect business objectives.
 </li>
 <li>
 Identify trends, risks, and opportunities across the asset portfolio and provide actionable insights.
 </li>
 </ul>
 
 
 Reporting and dashboard:
 
 
 <ul>
 <li>
 Build and maintain dashboards and automated reports to monitor asset performance (Power BI, Tableau, or similar).
 </li>
 <li>
 Prepare monthly and quarterly performance packs for management review.
 </li>
 <li>
 Present findings and recommendations in a clear and structured format for decision-making.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 
 
 Education:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in data science, Statistics, Finance, or a related field.
 </li>
 <li>
 Preferred certifications: Microsoft Data Analyst Associate, Power BI, Tableau, SQL, FMVA, CMA.
 </li>
 </ul>
 
 
 Experience:
 
 
 <ul>
 <li>
 2&ndash;3 years of experience as a Data Analyst, preferably within the KSA region.
 </li>
 <li>
 Experience in asset performance analysis, ideally in hospitality or real estate, is a plus.
 </li>
 </ul>
 
 
 Skills:
 
 
 <ul>
 <li>
 Strong proficiency in Excel, SQL, Power BI/Tableau.
 </li>
 <li>
 Excellent problem-solving and communication skills.
 </li>
 <li>
 Ability to work collaboratively and adapt in a dynamic environment.
 </li>
 </ul>
 
 
</div>

Financial Data Analyst

Hire Rightt - Executive Search & HR Advisory

<div>
 
 
 Title: Senior Financial Analyst &ndash; Family Office
 
 
 
 
 Location: Dubai (On-site)
 
 
 
 
 
 
 A prominent Family Office is seeking a Financial Analyst with 5&ndash;8 years of experience in investment research, financial analysis, and asset management. This is a high-impact role supporting the senior investment team in managing a global multi-asset portfolio.
 
 
 
 
 
 
 Major responsibilities:
 
 
 <ul>
 <li>
 Monitor portfolio performance across equities, fixed income, alternatives, hedge funds, and private markets
 </li>
 <li>
 Conduct financial modeling, valuations, and scenario analysis on potential and existing investments
 </li>
 <li>
 Support macroeconomic and market research to inform investment strategy and asset allocation
 </li>
 <li>
 Track sector trends, capital flows, and market developments across geographies
 </li>
 <li>
 Prepare investment memos, portfolio review decks, and internal stakeholder updates
 </li>
 <li>
 Assist in due diligence and research for fund managers and direct investment opportunities
 </li>
 <li>
 Maintain and enhance internal databases, models, and reporting tools
 </li>
 <li>
 Coordinate with operations and finance teams to ensure accurate portfolio reporting
 </li>
 <li>
 Stay current on regulatory, industry, and macro developments impacting financial markets
 </li>
 </ul>
 
 
 
 
 
 Candidate Profile:
 
 
 <ul>
 <li>
 Proficient in financial modeling, market data platforms, and investment research tools
 </li>
 <li>
 Familiarity with global capital markets and multi-asset strategies
 </li>
 <li>
 Bachelor&rsquo;s in Finance, Economics, or related; CFA Level II or above preferred
 </li>
 <li>
 Excellent communication, proactive, and detail-oriented
 </li>
 </ul>
 
 
 
 
 
 Think you are a fit? Send your CV to kalai@hirerightt.com
 
 
 
 
</div>

Senior Financial Analyst

LP Analyst

<div>
 
 Company Overview
 
 
 
 LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry&rsquo;s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today&rsquo;s demanding investors.
 
 
 Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm&rsquo;s proprietary reporting and analytics platform, for key decision makers at our clients&rsquo; investment programs, including private asset class leads and chief investment officers.
 
 
 If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.
 
 
 LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.
 
 
 
 Job Summary
 
 
 
 LP Analyst is seeking a highly motivated and detail-oriented Business Analyst &amp; Project Manager (BA/PM) to join our growing team. This role plays a critical function in connecting business priorities with technical execution, driving the successful delivery of both operational improvements and strategic product initiatives.
 
 
 As we expand our platform&rsquo;s capabilities and scale our internal operations, this role will bring greater focus and coordination to project execution. You will lead efforts to define business needs, manage cross-team collaboration, streamline workflows, and ensure projects stay aligned with strategic goals. This is a unique opportunity to shape innovative tools in the private asset analytics space.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Oversee the functional requirements and backlog for our SQL&ndash;backed internal application, which processes large volumes of financial data
 </li>
 <li>
 Use basic SQL queries, Excel, and Power BI to validate requirements, perform data checks, and support testing
 </li>
 <li>
 Collaborate with business and technical stakeholders to gather, document, and validate detailed business and functional requirements
 </li>
 <li>
 Act as a problem solver by breaking down ambiguous business challenges into actionable tasks
 </li>
 <li>
 Drive clarity and accountability through documentation, process mapping, and project tracking tools (e.g., Azure DevOps, Asana)
 </li>
 <li>
 Contribute to process improvement initiatives and support strategic planning efforts
 </li>
 <li>
 Coordinate internal teams to manage timelines, priorities, and resources across multiple concurrent projects
 </li>
 <li>
 Facilitate planning, progress tracking, and status updates to ensure milestones are met and risks are mitigated
 </li>
 <li>
 Establish and evolve Agile best practices and SDLC methodologies to support scalable and efficient project delivery
 </li>
 <li>
 Collaborate with product owners and leadership to prioritize backlogs and ensure alignment with business strategy
 </li>
 <li>
 Provide ongoing status reporting to stakeholders, highlighting progress, blockers, and resource needs
 </li>
 <li>
 Support change management activities including stakeholder communication and training rollout
 
 
 </li>
 </ul>
 
 Qualifications And Skills
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Information Systems, or a related discipline
 </li>
 <li>
 2-5 years of experience in business analysis, project management, or a similar role in a technology-driven organization
 </li>
 <li>
 Experience in financial services, data-driven organizations, or analytics platforms is strongly preferred
 </li>
 <li>
 Strong analytical and problem-solving abilities, with experience in process mapping and root cause analysis
 </li>
 <li>
 Excellent communication and stakeholder management skills, with the ability to translate technical concepts for non-technical audiences
 </li>
 <li>
 Highly organized with attention to detail and the ability to manage multiple priorities in a fast-paced environment
 </li>
 <li>
 Basic SQL proficiency required (able to write simple queries (SELECT, WHERE, JOIN, GROUP BY) to validate data and support testing
 </li>
 <li>
 Proficiency with Excel and familiarity with Power BI for data validation and reporting
 </li>
 <li>
 Experience with project management and collaboration tools (e.g., Azure DevOps, Asana)
 </li>
 <li>
 Strong understanding of SDLC methodologies, including Agile, Kanban, Waterfall
 </li>
 <li>
 Experience leading Agile or hybrid projects; certification such as Scrum Master (CSM) is a plus
 </li>
 <li>
 Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position
 
 
 </li>
 </ul>
 
 Why LP Analyst?
 
 
 
 <ul>
 <li>
 Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins
 </li>
 <li>
 Early opportunities for advancement for top-performing analysts
 </li>
 <li>
 Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure
 </li>
 <li>
 Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest
 </li>
 <li>
 High-impact role providing transparency to the world&rsquo;s leading institutional investors
 </li>
 <li>
 Collaborative, high-performing team culture with smart, supportive colleagues
 </li>
 <li>
 Company-sponsored 401(k) plan, healthcare, and dental insurance
 </li>
 <li>
 Competitive compensation and fully paid parental leave
 </li>
 <li>
 Generous paid time off that increases with tenure, plus an annual volunteer day
 </li>
 <li>
 Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks
 
 
 </li>
 </ul>
 Powered by JazzHR
 
 
 rqz7Wp5cwU
</div>

Business Analyst & Project Manager

Search 6507+ Asset analyst jobs near you this October. New roles added regularly across leading industries. Apply today.

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