Business Data Analyst
Role Overview
Supports business development, investment, and operational activities through data management, analysis, research, project work, and process improvement.
Combines ongoing responsibilities with ad hoc projects and exposure to multiple areas of the firm.
The role may grow into a key data management and analytics resource as the firm expands.
Key Skills for This Role
Full Job Posting
Role overview
Supports business development, investment, and operational activities through data management, analysis, research, project work, and process improvement.
Combines ongoing responsibilities with ad hoc projects and exposure to multiple areas of the firm.
The role may grow into a key data management and analytics resource as the firm expands.
Data management and analytics
- Maintain internal databases and systems, keeping information accurate, organized, and current.
- Develop reports, dashboards, and analyses for business development, investment activity, 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.
- Develop and 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, help develop scalable systems, 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, analytical and research skills, and a methodical approach to data.
- 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; self-directed, curious, resourceful, and willing to learn new systems.
- Genuine interest in process improvement, organizing information, and efficient ways of working.
Beneficial experience
- 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.
- Experience in private equity, asset management, financial services, or institutional investment is beneficial but not required.
Workplace
- The description lists both in-person work and hybrid remote work in Toronto.
Pay
- Pay is listed as $75,000 to $95,000 per year.
About Overbay
Overbay is a growing private equity investment firm offering cross-team exposure and an opportunity to help shape its data and analytics function.
The successful candidate may have the opportunity to build and lead a dedicated team as the business expands.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career