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Leads sales strategy, market expansion, enterprise deal execution, and team management for private markets software and data solutions across the Americas. Builds and manages sales, business development, and presales teams; owns pipeline performance, pricing, forecasting, and major client relationships. Personally closes complex enterprise agreements with financial institutions, collaborates with product, professional services, and customer success teams, and represents the company at industry events.

Six-month Private Equity Analyst Intern role supporting client investment data handling, portfolio monitoring, project coordination, management reporting, presentations, and process optimization. The position requires financial data analysis, dataset and analytics workflow management, SQL and Power BI knowledge, advanced Excel skills, and familiarity with private equity, accounting, and investment banking. Candidates collaborate internationally with project managers and customer success teams while improving standardized analysis processes.

Coordinates private equity client data workflows, ETL processes, SQL reconciliations, portfolio monitoring, reporting, and project delivery. Collaborates with customer success and cross-functional international teams, prepares client presentations and documentation, supports management reporting, and leads process optimization and business intelligence initiatives. The role requires financial data analysis, accounting knowledge, advanced Excel, SQL, Power BI, and familiarity with private equity, M&A, leverage finance, or investment banking.

Owns and documents the quantitative calculation library powering the CEPRES investment platform. Responsibilities include auditing existing calculations, defining and prototyping new mathematical models, translating client and business requirements for engineering, and explaining quantitative concepts to stakeholders. The role may contribute to forecasting initiatives and eventually lead a development team delivering bespoke calculation implementations.

Leads CEPRES’s global data operations and governance organization, overseeing investment data collection, processing, validation, quality, delivery, and compliance. Establishes KPIs, SLAs, scalable workflows, governance policies, access controls, lineage tracking, and continuous improvement initiatives. Partners with Product, Engineering, Commercial, and executive teams to translate client needs into operational and data delivery solutions. Drives automation and LLM/GenAI adoption while developing organizational capacity, workforce plans, and high-performing analyst and operations teams.

Drive pipeline growth for DealForge by outbound prospecting and inbound lead qualification. Conduct personalized email outreach, cold calling, and LinkedIn engagement to book demos with senior investment professionals at GPs. Target firms with $500M+ AUM, maintain CRM, and achieve 15+ qualified demos monthly while supporting an Account Executive and contributing to sales strategy.

Analyze and validate private markets investment data (PE, debt, real estate, infrastructure); compute performance metrics; build data models, reports, and Power BI dashboards; query large datasets with SQL; manage client onboarding, data requirements, and escalations; explore AI/automation for data workflows and mentor junior staff (Senior).

Provide first- and second-line support for CEPRES platform: triage tickets, manage user access and CRM/platform administration, troubleshoot issues, coordinate across Product/Data/Engineering, support onboarding, maintain documentation and improve service processes to ensure timely delivery and client satisfaction.

Develop scalable data science, ML, and AI solutions for large private markets datasets. Build data pipelines, automation, and quality frameworks. Apply LLMs and analytics to improve data quality and operational efficiency, collaborate with product and engineering, and (for senior hires) lead initiatives and mentor juniors.

Coordinate client investment data handling, manage project schedules and delivery, collaborate across geographies, support portfolio monitoring and reporting, develop presentations and documentation, lead process optimization and business intelligence projects, and maintain high client satisfaction.