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Data Analytics Analyst – Private Credit & Equity

Lenmar Consulting Inc United State
Remote
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AI Summary

Support strategic initiatives in Private Credit & Equity by driving process improvement, workflow optimization, and data analytics. Manage cross-functional projects and integrate AI technologies to enhance operational reporting and deal lifecycle processes. Requires 5+ years of experience in financial services data analytics with strong communication skills.

Key Highlights
12-month contract position with up to $56/hr pay rate
Focus on process improvement, workflow optimization, and AI integration
Must work EST hours with East Coast candidates preferred
Experience with DealCloud CRM and private markets investment lifecycle
Key Responsibilities
Support strategic initiatives within Private Credit & Equity business
Focus on process improvement, workflow optimization, data analytics, technology enablement, and AI integration
Manage cross-functional projects within financial services
Drive process improvements and work with large datasets for operational reporting
Understand private markets and investment lifecycle processes including deal sourcing, due diligence, portfolio management, fundraising, and investor reporting
Technical Skills Required
Data analytics Project management Workflow automation SQL
Benefits & Perks
Up to $56/hr W2 pay rate
Fully remote work
East Coast candidates preferred
Nice to Have
Experience with eFront, Cobalt, or AI Agent builds
Exposure to DealCloud CRM

Job Description


Job Title: Data Analytics Analyst – Private Credit / Equity

Location: Fully Remote (East Coast candidates preferred – must be able to work EST hours)

Duration: 12-Month Contract

Pay Rate: Up to $56/hr W2

We are seeking a Data Analytics Analyst to support strategic initiatives within the Private Credit & Equity business. This role will focus on process improvement, workflow optimization, data analytics, technology enablement, and AI integration. The ideal candidate has experience managing cross-functional projects within financial services and is comfortable working with business, operations, and technology teams.

Qualifications:

  • 5+ years of experience in data analytics, project management, business operations, strategic initiatives, or process optimization.
  • Background in private equity, private credit, investment banking, financial services, or management consulting.
  • Experience managing cross-functional projects and driving process improvements.
  • Strong analytical skills with experience working with large datasets and operational reporting.
  • Experience with DealCloud CRM preferred; exposure to eFront, Cobalt, or AI Agent builds is a plus.
  • Knowledge of workflow automation and AI-enabled tools is highly desirable.
  • Understanding of private markets and investment lifecycle processes, including deal sourcing, due diligence, portfolio management, fundraising, and investor reporting.
  • Excellent written and verbal communication skills with the ability to work across business, operations, and technology teams.



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