Associate on the Public Finance team at KeyBank analyzing, structuring, and executing transactions with a focus on investment banking principles and client planning sessions.
About the role
- Private Markets Finance Analyst producing reports and insights for asset portfolio with Allstate. Working closely with Finance and Investments teams using Power BI and SQL.
Responsibilities
- Produce recurring and ad‑hoc Private Asset portfolio reports with high accuracy and consistency
- Build, optimise, and maintain Power BI dashboards to visualise performance, trends, and exceptions
- Perform data validation, reconciliation, and enrichment to maintain audit‑ready datasets
- Analyse portfolio performance, quantify key drivers, and prepare business‑ready insights
- Integrate data across performance, cash flows, valuations, and pipeline sources to inform analysis
- Develop clear written and visual summaries that communicate private markets financial narratives
- Identify opportunities to automate manual workflows and improve reporting efficiency
- Support stakeholders across Investments and Finance with data, insights, and analysis
- Prepare materials for presentations, leadership updates, and decision‑making forums
Requirements
- Minimum of 1 years’ experience in financial analysis or a similar analytical role
- Hands‑on experience with Power BI, including creating data models and interactive dashboards
- Practical SQL experience, including writing queries for data extraction, transformation, or validation
- Prior exposure to Private Assets platforms or tools, such as eFront, Burgiss, iLevel, Black Mountain, or similar systems
- Experience delivering analysis or reporting to finance, investment, or senior leadership stakeholders in a corporate or financial services environment
- Experience automating reporting processes using Power Query, Python, VBA, or workflow automation tools
- Experience developing portfolio narratives, investment insights, or performance commentary for business audiences
- Practical experience using Microsoft Copilot or AI‑enabled productivity tools to support reporting, analysis, or documentation
Benefits
- A generous, flexible benefits package including annual leave, healthcare and dental cover, pension, and lifestyle discounts
- Access to world-class learning platforms and award-winning L&D
- Clear career paths, internal mobility, and a strong focus on growth
- A people-first culture with flexible working options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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