Data / Research Analyst - Financial Sponsors Group
About the job:
Lazard is one of the world’s leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that inclusion, diversity, equity and allyship are not just business imperatives- they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward – and for careers to take flight.
Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world’s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
The role sits as part of the Financial Sponsors Group and is focused on developing, enhancing, and leveraging its existing data resources to better co-ordinate its efforts within the team, and across the wider firm.
The role is new within the team and the successful candidate will be responsible for the day-to-day management of the team’s internal databases and workflows – and will be an integral part of developing the longer-term strategy for the team’s information management and insight reporting function.
We’ll trust you to:
Manage and maintaining record keeping, as well as reporting for external interactions with clients
Actively research on client portfolios, movement of assets between portfolios, and senior stakeholders within private equity firms
Manage and match external data sources around private equity firms and their portfolio companies to create a dynamic mosaic of holdings and internal client asset tracking over time of those companies
Have active oversight of the team’s information migration from the group’s existing CRM (Dynamics 365) to DealCloud (new CRM)
Lead the data collation and organisation of quarterly internal meetings with individual UK sector teams and European sector agnostic teams (alongside members of the FSG team)
Process reporting and specific query analysis around individual Private Equity firms and their holdings
Prepare meeting materials for the coverage team, such as tear sheets, history reports, current portfolio company lists, biographies, etc.
Manage the team’s internal coverage and client targeting list
An understanding of private equity, and the private equity environment is helpful – but you should expect that the team will provide training and insight into how these firms operate and the learning and development environment will be continuous.
You’ll need to have:
Experience in management of information databases, data within CRM systems and report collation and delivery
The ability to manage both the more routine aspects of the role, as well as drive forward the creative and intellectual agenda for the information management of the team
Familiarity in data analysis including both the management and presentation of data for reporting and marketing purposes
Detailed knowledge and experience with the Microsoft Office suite of applications (Excel, Outlook, PowerPoint, Word, etc.)
Ability to manage interaction with senior internal stakeholders and the tenacity to drive forward the team’s agenda
Excellent written and verbal communication skills
Highly motivated, creative, outgoing, and intellectually curious
4+ years’ experience in research / data management
Diversity and Inclusion at Lazard
Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.
Our appreciation of diversity’s strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades. The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth.
We are committed to sustaining an environment in which all employees – regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex or sexual orientation (known as "Protected Characteristics" – can bring their whole selves to work to maximise their individual potential and our collective success.