Portfolio Data Analyst – Private Credit & Private Equity
Lenmar Consulting Inc · United States
- On site
- Contract
- United States
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About the role
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.