Business Intelligence Engineer

The Phoenix Group is seeking a Junior BI & Analytics Engineer to build and maintain business intelligence and analytics solutions for investment, portfolio, finance, and operational teams. The role develops data models, dashboards, and reporting solutions and partners with stakeholders to turn business questions into actionable insights.

Responsibilities

• Build, maintain, and enhance BI dashboards, reports, and analytics solutions using Power BI and Sigma Computing
• Develop and maintain dbt models to transform raw data into clean, reliable, analytics-ready datasets
• Write and optimize SQL queries for data transformation, reporting, and analysis
• Partner with investment, portfolio management, finance, operations, and other business teams to understand reporting and analytics requirements
• Translate business questions into intuitive dashboards, KPIs, and scalable data models
• Work with data from multiple internal and external sources to support investment and portfolio reporting
• Perform data validation, testing, and quality checks to ensure reporting accuracy and consistency
• Help automate existing manual and Excel-based reporting processes
• Support the development of scalable analytics and reporting solutions as the firm's data capabilities continue to grow
• Assist senior members of the data team with ad hoc analysis and broader data initiatives

Preferred

• Exposure to Snowflake or another modern cloud data warehouse
• Experience with both Sigma and Power BI
• Familiarity with private markets concepts such as funds, portfolios, investments, performance, valuations, capital activity, or AUM
• Exposure to platforms such as iLevel, Anaplan, Databricks, or similar investment/data platforms
• Basic Python experience is a plus
• Cloud Data Warehousing
• Snowflake
• Sigma
• Private Markets
• Fund Management
• Portfolio Management
• Investment Analysis
• Performance Measurement
• Valuations
• Capital Activity
• Assets Under Management (AUM)
• iLevel
• Anaplan
• Databricks
• Python

Company

• Staffing and IT outsourcing for technology, finance, legal, accounting.
• New York, New York, USA
• http://www.tpgnyc.com/
• Founded in 2002
• 51-200 employees

Qualifications

• 1–3 years of professional experience in business intelligence, analytics engineering, data analytics, or a related role
• Prior experience within private equity, asset management, investment management, or a closely related financial services environment is required
• Hands-on experience with Power BI and/or Sigma Computing
• Hands-on experience with dbt, including building or maintaining data models and transformations
• Strong working knowledge of SQL
• Experience working with financial, investment, fund, portfolio, or performance-related data
• Strong Excel skills and an understanding of how to transition manual reporting processes into scalable BI and data solutions
• Ability to communicate effectively with both technical and non-technical stakeholders
• Strong attention to detail, analytical thinking, and problem-solving skills
• Exposure to Snowflake or another modern cloud data warehouse
• Experience with both Sigma and Power BI
• Familiarity with private markets concepts such as funds, portfolios, investments, performance, valuations, capital activity, or AUM
• Exposure to platforms such as iLevel, Anaplan, Databricks, or similar investment/data platforms
• Basic Python experience is a plus
• 1–3 years of professional experience in business intelligence, analytics engineering, data analytics, or a related role.

Required skills

• Anaplan, Databricks, Dbt, Financial and Investment Data, ILevel, Power BI, Private Equity and Asset Management, Python, SQL, Sigma Computing, Snowflake

Preferred skills

• AI Tools, Alex Marvin, Analyze How Well You Fit, Basic Python experience is a plus, Build Cover Letter, Company data provided by, Customize Your Resume, Experience with both Sigma and Power BI, Exposure to Snowflake or another modern cloud data warehouse, Growth Stage, Leadership Team, Make your application stand out, Maximize your interview chances, New York, New York, USA, President & CEO, Understand your strength & weakness, http://www.tpgnyc.com

Experience

• 1-3 years