Data & Reporting Analyst

Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.

Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us.

Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.

• →Build and maintain data pipelines and transformation logic (e.g., SQL, dbt) against the design and specifications set by the Head of Portfolio Management
• →Load, refresh, and validate data across the firm’s data warehouse and source systems on a recurring basis
• →Implement and maintain data models and mapping logic as directed, keeping documentation current
• →Build and maintain reports and dashboards (e.g., Power BI, Tableau) covering Fund- and Firm-level holdings, KPIs, performance metrics, and attribution to specifications provided
• →Produce and distribute recurring daily, weekly, and monthly reports; troubleshoot issues and ensure timely, accurate delivery
• →Run data-quality checks and reconciliations to ensure accuracy and completeness across source systems, the warehouse, and downstream reporting
• →Support firm-wide system implementations, data migrations, and integrations, executing configuration and data-mapping tasks as assigned
• →Assist with testing and validation activities for new systems and enhancements
• →Develop and maintain automation (Python, SQL, VBA, Power Automate, or similar) to reduce manual data handling, following established patterns and direction
• →Document technical processes and maintain clear, up-to-date records of pipelines, reports, and routines

• 2–4 years of experience in a data analyst, BI, or data engineering support role; internship or co-op experience may count toward the lower end of the range
• Bachelor’s degree in Computer Science, Information Systems, Data Science, Finance, Economics, or a related field
• Solid SQL skills and familiarity with data warehouses (e.g., Snowflake, Postgres, Azure, or similar)
• Experience building or maintaining reports and dashboards in a BI tool (e.g., Power BI, Tableau)
• Exposure to data transformation tools (e.g., dbt) and scripting/automation (Python, VBA, Power Automate) a plus
• Strong attention to detail, reliability in executing recurring deliverables, and the ability to take and follow technical direction
• A data-first mindset — treats accurate, well-structured data as the foundation of every report and decision, and takes ownership of data quality
• A resourceful, creative problem-solver comfortable in a lean, resource-constrained, “day-one” environment; able to build solutions from scratch rather than rely on established infrastructure
• Good communication skills and a willingness to learn the business and grow technically
• Interest in or exposure to financial services, asset management, or private credit a plus, but not required

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $102,000 - $153,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.