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Data Analyst, Portfolio Governance

Philadelphia, Pennsylvania, United States

ABOUT THE ROLE    

Future Standard is seeking a highly motivated and technically skilled Data Analyst to join the Operations group. This role bridges data analytics and investment operations, playing a key part in liquidity management, valuation oversight, portfolio reporting, and process improvement. The ideal candidate is passionate about turning data into actionable insights, thrives in a fast-paced environment, and is eager to contribute to investment operations in the asset management industry.
 
THE SUCCESSFUL CANDIDATE IS EXPECTED TO    

—    Collaborate with front, middle, and back-office teams to ensure accurate data flow and governance across portfolios.
—    Design, develop, and maintain SQL queries, stored procedures, and Python scripts for data extraction, cleaning, transformation, and analysis.
—    Build and maintain reports and dashboards (e.g., in Power BI or Tableau) to visualize key metrics and trends.
—    Compile and prepare periodic and ad hoc reports, including Board materials and internal reporting packages.
—    Support the onboarding of new portfolios, funds, and counterparties by building scalable data workflows.
—    Analyze large datasets to identify trends, anomalies, or data quality issues, and recommend solutions.
—    Automate manual data processes and contribute to the continuous improvement of operations workflows and reporting.
—    Act as a subject matter expert for all activity within the portfolio, assisting with inquiries from internal and external stakeholders.
—    Use AI-based tools for testing automation and regression validation.
 
QUALIFICATIONS 

—    Bachelor’s degree in Computer Science, Statistics, Mathematics, Engineering, or a related field
—    1–2 years of professional experience or relevant internships in a data analyst, investment operations or similar role
—    Proficiency in SQL and Python (Pandas, NumPy, Matplotlib/Seaborn)
—    Solid understanding of relational databases (e.g., PostgreSQL, MySQL, SQL Server)
—    Experience with data visualization tools such as Power BI or Tableau
—    Strong analytical skills and attention to detail
—    Excellent communication and collaboration skills

Preferred

—    Familiarity with cloud platforms (AWS, Azure, or Google Cloud)
—    Experience with database management or NoSQL solutions (e.g., MongoDB)
—    Exposure to liquidity management, valuations, and fund operations is a plus
—    Understanding of ETL pipelines or process automation tools
—    Knowledge of statistics or machine learning concepts
 

Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.

Future Standard is an Equal Opportunity Employer. 

Future Standard does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Future Standard and no fee will be paid.

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