Data Analyst/Report Writer Job at Prime Finance, San Francisco, CA

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  • Prime Finance
  • San Francisco, CA

Job Description

Join to apply for the Data Analyst/Report Writer role at Prime Finance Founded in 2008, Prime Finance is a fast-growing, diversified commercial real estate credit investment platform. It aims to deliver attractive returns to investors with a range of duration and risk/return options. Prime Finance is at an inflection point in its growth trajectory, presenting an opportunity to accelerate growth through expansion of existing and new credit strategies, along with extensive investment in internal processes, systems, and resources. Job Summary Prime Finance is seeking a highly skilled and motivated Data Analyst to join our Data and AI team. The successful candidate will leverage Microsoft Fabric and demonstrate proven experience with Power BI, Power Query, DAX, and Excel. Responsibilities include developing and maintaining business reports and dashboards, collaborating with cross-functional teams to gather and analyze requirements, and ensuring data accuracy and consistency. The role emphasizes teamwork, adaptability, and effective communication with stakeholders at all levels. The position reports to the Senior Manager, AI Solutions and Data Architecture, supporting strategic decision-making and ensuring best practices in data governance, quality, and security. Responsibilities Develop and maintain business reports and dashboards using Power BI, leveraging Microsoft Fabric to enhance data integration and analytics capabilities. Collaborate with cross-functional teams to gather and analyze business requirements, translating them into effective data models and reports. Utilize Power Query to extract, transform, and load data from various sources, ensuring data accuracy and consistency. Develop calculated columns and measures, and implement row-level security (RLS) using DAX. Perform data analysis and provide insights to support strategic decision-making processes. Convert Excel-based reports to Power BI, ensuring alignment with current business needs and standards. Work closely with IT and other departments to follow data governance, data quality, and data security best practices. Provide training and support to team members and stakeholders on Power BI, Power Query, DAX, and related functionalities. Stay current with industry trends and advancements in data analytics and reporting technologies. Required Experience Bachelor's degree in business administration, Information Technology, or a related field, or relevant work experience. 2-3 years proven experience with Power BI, including Power Query and DAX. Strong proficiency in Microsoft Excel, including advanced functions and data analysis tools. 1-2 years’ experience with data integration and analytics using Microsoft Fabric or similar platforms. 1-2 years’ experience developing semantic models and measures. Experience with developing paginated reports. Excellent problem-solving skills and attention to detail. Effective communication and collaboration skills with stakeholders at all levels. Ability to identify insights and required source data. Ability to design visually appealing reports and dashboards. Experience working in a team-oriented environment, demonstrating adaptability and a cooperative approach. Knowledge of data governance, data quality, and data security best practices. Experience with other visualization tools and programming languages (e.g., Python, SQL) is a plus. Preferred Experience Experience or exposure to real estate, tax, accounting, fundraising, investor relations, and/or finance sectors. PL-300 certification or similar in related technologies. Logistical Requirements Ability to work four full business days a week in Prime’s San Francisco or New York office. Willingness to travel up to 20% for conferences and other Prime offices. No sponsorship available for this position. The expected salary range is $74,000 - $115,000, determined by experience, skills, qualifications, and location. Additional benefits may include discretionary bonuses and other perks. Equal Opportunity Employer Prime Finance is committed to providing equal employment opportunities and prohibits discrimination and harassment of any kind based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other protected characteristic under law. This policy applies to all employment terms and conditions. Additional Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Information Technology Industry: Investment Management #J-18808-Ljbffr Prime Finance

Job Tags

Full time, Work experience placement,

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