The Burgiss Analyst team is responsible for aggregation and reporting of underlying portfolio company investments of private capital investment partnerships. Data is compiled by the examination and analysis of direct fund manager reporting and other sources. This information is compiled on behalf of institutional asset owner clients, who use the information for transparency into portfolio composition and analysis of exposure and risk.

Burgiss Financial Data Analysts receive a structured training program and extensive instruction in private capital investment strategies, analysis of reporting, and ongoing mentorship from senior Burgiss team members. Junior Analysts have opportunities to progress into roles in project management, quality control, advanced data initiatives, and portfolio analytics.

Responsibilities

• Perform detailed data capturing with a high level of accuracy
• Detailed review and analysis of private capital partnership financial statements
• Become familiar with a wide variety of reporting standards and establish specific tracking methodologies
• Prepare spreadsheets to assist in preliminary analysis of the financials and related data
• Meet personal and team deadlines through collaboration with team members
• Contribute to other data-related projects and initiatives to serve organizational needs

Required Qualifications

• Detail oriented analytical mindset
• Results-focused self-starter
• Positive attitude and desire to learn
• Familiarity with MS Excel and MS Word