Business Data Analyst
Role Overview
Overbay Capital Partners seeks a proactive, detail-oriented Business Data Analyst supporting business development, investment, and operations.
The role combines ongoing responsibilities and ad hoc projects, with exposure to multiple areas of the firm.
The analyst will manage databases, support business development, and develop reporting and analytical tools.
The position offers an opportunity to take ownership of an expanding data management and analytics function.
Key Skills for This Role
Full Job Posting
Role overview
Overbay Capital Partners seeks a proactive, detail-oriented Business Data Analyst supporting business development, investment, and operations.
The role combines ongoing responsibilities and ad hoc projects, with exposure to multiple areas of the firm.
The analyst will manage databases, support business development, and develop reporting and analytical tools.
The position offers an opportunity to take ownership of an expanding data management and analytics function.
Data management and analytics
- Maintain firm databases and systems, keeping information accurate, organized, and current.
- Develop reports, dashboards, and analyses for business development, investment activities, and firmwide decisions.
- Analyze data to identify trends, track performance, and provide actionable insights.
- Improve data quality, streamline workflows, and automate recurring processes.
Business development and market research
- Research prospective clients, industry contacts, and new business opportunities.
- Maintain targeted contact lists for business development and outreach.
- Support planning, execution, and tracking of business development and marketing initiatives.
- Monitor market developments and industry trends to inform growth strategy.
Firmwide support and process improvement
- Collaborate across teams on research, data management, reporting, and analytical or operational projects.
- Own recurring processes and help build scalable systems as the firm grows.
- Identify inefficiencies and recommend practical workflow improvements.
- Support ad hoc projects and new initiatives as the role evolves.
Qualifications
- Undergraduate degree in finance, commerce, business, economics, statistics, computer science, or another related field.
- Strong organization, attention to detail, and a careful approach to data management.
- Strong analytical and research skills, including collecting, organizing, and interpreting information.
- Proficiency in Microsoft Excel and comfort working with data.
- Ability to manage multiple projects, prioritize competing requests, and work independently.
- Strong written and verbal communication skills.
- Self-directed, curious, and resourceful, with willingness to learn systems and own unfamiliar tasks.
Nice-to-have assets
- Experience in business development, data analytics, database management, or business operations is beneficial but not required.
- Familiarity with CRM platforms, data visualization, or automation tools is beneficial but not required.
- Experience using AI or analytical tools to improve workflows is beneficial but not required.
- Private equity, asset management, financial services, or institutional investment experience is beneficial but not required.
Compensation
- Base salary is $75,000–$95,000 per year.
Work location
- The posting specifies in-person work.
About the opportunity
The role works with different teams at a growing private equity investment firm.
The analyst may develop processes and tools and help shape the firm's data and analytics approach as the business grows.
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