Data Analyst, Reporting & Analytics

Trust Co of West

Position Summary

This position is suitable for a candidate seeking to pursue a career in asset management, with a specific focus on reporting and data analytics. The position will support TCW’s Private Credit team, which operates within the Alternative Products Group, and will be focused specifically on investor & performance reporting, data management & analytics, modeling, and quantitative analysis. Specific responsibilities will be operationally-focused and include the creation, maintenance, and enhancement of data tracking and reporting procedures, the development and troubleshooting of the Private Credit group’s data infrastructure, and the creation of ad hoc data reports and financial modeling. These efforts will enhance the group’s ability to track and manage investment-level and fund-level performance, manage the asset based credit facilities for the funds, support the group’s marketing efforts, and enhance overall data analytics capabilities.

The candidate must have a background in data management or analytics, and have a working knowledge of financial principles and key investment metrics such as IRR and MOIC. The candidate must be self-motivated and detail oriented, with a strong work ethic and ability to operate both independently and with members of TCW’s investment and operations groups. Strong verbal, written, and organizational skills are also required.

Essential Duties

* Maintain and enhance existing reporting and data infrastructure across various programs and platforms in order to improve the group’s data analytics capabilities

* Assist with portfolio modeling responsibilities, specifically related to portfolio cash flow forecasting and performance reporting

* Maintain and improve internal performance reporting and data tracking platforms and software

* Create and maintain ad-hoc analytic reports to improve overall marketing efforts and in response to unique investor requests

* Assist with corporate development, fund marketing, and investor questionnaires

Required Qualifications

* Strong academic credentials

* Bachelor’s Degree in Finance, Accounting, Engineering, or Computer Science

* At least 3-6 years of related experience in financial services, data analytics, data science, or other related fields

Professional Skills Qualifications

* Excellent quantitative and analytical skills

* Highly organized with strong attention to detail

* Excellent verbal and written communication skills

* Self-motivated with a strong work ethic

* Ability to work independently and manage multiple tasks

Desired Qualifications

* Proficiency in Microsoft Excel & PowerPoint

* Knowledge of SQL and VBA Macros

* Demonstrated understanding of financial markets and corporate finance

* Knowledge of fund structures and characteristics of debt investments

Estimated Compensation:

Base Salary: For CA based position, the base salary range is $97k – $125k. This is an anticipated range only.

Other Compensation: Eligible to be considered for an annual discretionary bonus

Benefits: Eligible for TCW’s comprehensive benefits package. See more information here.



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