The Company

Preqin is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Preqin’s online products to obtain key information for business-critical decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents.

Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide staff base. Owned by our founder, directors and employee shareholders, we care passionately about our customers, brand and the employees that make it all happen.

Team Overview

We are seeking a recent graduate to join a fast-growing business unit (Managed Data Services), working to provide the world’s largest and most prestigious investment organisations with personalized data operations services. The team operates as a start-up, trailblazing into a greenfield area of the marketplace, but has the security and support of being part of well-established and well-renowned company. As well as providing data management and data operations services to large investors, the team are also operating at the cutting edge of technology, utilizing the latest Artificial Intelligence (AI) tech to deliver services effectively and efficiently.

Role Overview

The graduate should have a keen interest and background in private equity and/or corporate finance, with a passion for finding, interpreting, reviewing, and presenting financial data. The role is ideal for someone looking to further educate and establish themselves in the private equity industry.

The role requires the ability to work with documents provisioned by fund managers and understand and interpret the information within them for the primary purpose of scoping data points for extraction. The role will also require the ability to extract relevant data correctly in such a way that the output can be utilised by our Artificial Intelligence (AI) extraction tool(s). The role will also require you to harmonise data, perform quality assurance to ensure the data meets quality standards and be able to account for any questions arising in relation to the final output. This role may also involve client engagement with a view to your serving as an SME in the field of alternative investment financials. Further, you will be working at the forefront of our new technology innovations in AI and robotics.

Responsibilities

Extracting data on fund and asset level metrics from fund documentation provided to institutional investors.
Harmonising this data so it maps to client and house data models.
Working alongside a team of analysts to provide expert insight in understanding and evaluating financial data and adopting and helping to establish best practices for interpreting data.
Maintain contact with clients via telephone and email, raising and resolving queries relating to specific data points.
Run analysis and QA on extracted data to validate and sanity check data output.
Acting as a final-stage approver for output documents ahead of client delivery, with consistency and accuracy essential.
Be accountable for overall data precision and ensuring Preqin’s reputation is upheld as a provider of accurate and timely data.
Working alongside the offshore team and technology provider(s) to ensure smooth workflows and meeting with them to ensure this where required.

Qualifications

Key Requirements for this Role

An interest in and understanding of corporate finance and alternative investments.
Wants to work in financial data management and operations.
An exceptional eye for detail, a commitment to quality and accuracy.
The ability to work well under pressure and to meet deadlines. Someone who can adapt to their environment and the demands of the role.
Exceptional communication skills and able to be concise and clear in both taking and giving instruction.
Someone who is willing to be accountable for the work produced by themselves and their team.
Strong time management skills and the ability to work well within process-driven workflows, as well as having the flexibility to adapt to the needs of the team when required.
An energetic and enthusiastic individual who can get things done and will strive for the success of the project and the team.

Desirable Requirements

A degree in a finance, mathematics and/or economics-based discipline.
An understanding of financial statements and other document types associated with private markets investing (including capital account statements).
Wants to grow into a leadership role within the team, with future opportunities for team and client management and technology innovation.
Good with soft skills, important for liaising with clients, vendors, and colleagues.
Someone who wants to be at the forefront of working with new technology.
Experience in building strong relationships and working as part of a team. An excellent team player with the desire to act as a mentor to others.

Company Benefits

The opportunity to work within a well-regarded organisation in a fast-growing sector.
Develop your career in a high growth company with an international presence.
Access to Preqin Perks after month 1: our rewards, recognition, and discount platform.
Subsidised Private Medical Insurance via Vitality Health, after successful completion of 3 months should you wish to.
Interest-free season ticket loans on completion of probation
A pension plan under auto-enrolment which currently requires a minimum employee contribution of 5% of annual salary. This is matched by an employer contribution of 4%. You can opt to contribute more should you wish to. After your 1-year service with the company the employer contribution will be enhanced to match your contribution up to a maximum of 10% of your pensionable earnings. This means that if you are contributing the minimum contribution of 5%, after your 1-year service, Preqin will automatically uplift the company contribution to 5% of annual salary.
Cycle to work scheme.
Study support of up to £900 per annum for relevant business qualifications and enhanced support of up to $2,500 for CAIA.
Excellent Offices in London or Birmingham, with potential for future travel to other Preqin locations across EMEA, North America and APAC.
Company-sponsored sports teams.
Winter and summer office parties and a company-funded team social budget.

Graduate Associate Analyst