Business Intelligence Specialist

Responsibilities

• Create recurring and ad hoc reports, dashboards, and analyses across Finance, Operations, and Investor Relations, translating business questions into accurate, audience-appropriate outputs.
• Write and maintain SQL queries against the firm's PostgreSQL environment, build advanced Excel models/reconciliations, and design dashboards using BI tools.
• Use AI tools (including Claude) to improve productivity in data exploration, requirements development, and report drafting.
• Partner with the Director of Enterprise Intelligence, i80 One's lead developer, and business analyst to define reporting specs, metric definitions, and calculation logic for the firm's unified enterprise platform.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, or related field, with 2 years in reporting, BI, financial analysis, or data analytics.
• Strong SQL proficiency (complex queries, relational data) and advanced Excel skills; experience with BI dashboard tools and structured database environments.
• Financial services experience required, with fund finance, private credit, or asset-based finance experience strongly preferred; comfort operating in a small/lean team with broad ownership.
• Experience translating business needs into reporting logic/specifications; familiarity with AI tools (Claude a plus) and Python proficiency preferred.