Associate, Data Initiatives and Solutions

About the role

AB CarVal's Data Initiatives and Solutions (DIS) team connects business needs with data and technology capabilities to deliver business solutions. This Associate role partners with investment professionals, operations teams, Private Alternatives Product and Private Alternatives Infrastructure (Data Analytics, Data Engineering and Software Engineering). It is business-facing and focuses on turning problems into practical, scalable solutions, reporting to the Director, Data Initiatives and Solutions, and is based in Minneapolis, MN.

Key responsibilities

• Partner with stakeholders to understand problems and objectives, challenge pre-defined solutions and clarify the underlying "what" and "why".
• Translate business needs into requirements, user stories, process flows, business rules and acceptance criteria, and validate that proposed solutions fit the technology strategy.
• Support testing strategy and user acceptance testing, and run exploratory analysis with the firm's data and analytics tools.
• Build simple reports, dashboards or Sigma prototypes to help stakeholders discuss needs and start self-service.
• Resolve common friction points such as access requests and how-to questions, and route complex requests to the Private Alternatives Infrastructure team.
• Drive initiatives from intake through implementation, tracking progress, risks, dependencies and quality, and follow up to remove roadblocks.
• Coordinate across business and technology teams, give status updates to leadership, and evaluate opportunities to use AI-enabled tools and automation responsibly.

Required profile

• Bachelor's degree in Business, Information Systems, Computer Science, Data Analytics, Finance, Engineering or a related discipline.
• 2+ years of relevant experience in Business Analysis, Product Ownership, Project Management, Data Analytics, Consulting or a related area.
• Ability to turn business needs into requirements, process flows, business rules and acceptance criteria.
• Strong communication skills and the ability to work with executives, portfolio managers, operations teams and engineers.
• Preferred: experience in Investment Management, Asset Management, Financial Services or Capital Markets; experience with Agile teams and tools such as Jira, Confluence and Loom; exposure to data modeling, change management, Lean / Six Sigma or product management.

Required skills

• Working knowledge of data and analytics platforms, able to build simple reports or prototypes.
• Preferred: working knowledge of Snowflake, Sigma Computing, Power BI, Tableau or similar; SQL sufficient to explore data and validate requirements; process mapping tools such as Visio, Lucid or Miro.

What we offer

• Base salary range of $85,000 to $100,000, with possible variation.
• Possible commissions, year-end incentive compensation, short- and long-term incentives and department-specific awards.
• Health insurance, wellness program, life and disability insurance, retirement savings plan, paid holidays, sick and vacation time.