Data Analyst

At Portfolio BI, it's all about data. We are the leading global provider of data solutions and services to the investment management community. We empower the most sophisticated buy-side firms to take control of their portfolio and operational data.

Our clients benefit from local technological expertise, seasoned financial experts, and our award-winning solutions and services – PBI Axiom, PBI Vector, and PBI Stratus. Our offerings ensure improved data workflow, data analytics, data governance, and data security for buy-side firms. More than 175 top-tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 20 years. We don't just help our clients access, organize, and analyze their data; we help them act on it. 

We are committed to developing our team as we grow by offering a variety of opportunities to increase knowledge, build skills, and take charge of your career.

We are seeking a highly motivated and career-minded Data Analyst with a passion for data, automation, and continuous improvement. The ideal candidate will possess strong analytical skills, a deep understanding of data structures, and proficiency in tools such as Excel, Power BI, and automation platforms. This role requires a proactive individual with a strong sense of urgency, a desire to streamline processes, and high emotional intelligence (EQ) to collaborate effectively across teams.

Key Responsibilities:

• Analyze large datasets to identify trends, patterns, and actionable insights
• Develop and maintain dashboards and reports using Power BI and Excel
• Automate repetitive data tasks and reporting processes using tools such as Power Automate, VBA, or Python
• Collaborate with cross-functional teams to understand data needs and deliver solutions
• Ensure data accuracy, integrity, and consistency across systems
• Present findings and recommendations to stakeholders in a clear and compelling manner
• Continuously seek opportunities to improve data workflows and reporting efficiency

Requirements

• 5+ years of experience in a data analysis or business intelligence role
• Advanced proficiency in Microsoft Excel (pivot tables, formulas, VBA)
• Strong experience with Power BI for data visualization and reporting
• Familiarity with automation tools (e.g., Power Automate, Python scripting, or RPA platforms)
• Bachelor's degree in Data Science, Statistics, Computer Science, Business, or a related field
• Excellent analytical and problem-solving skills
• High emotional intelligence (EQ) with the ability to communicate effectively and empathetically
• Self-starter with a career-driven mindset and a strong sense of urgency

Benefits

You would be part of an international team of people, working on the latest technology and at the forefront of automation and innovation. We offer:

• Hybrid role
• Private medical insurance package, for you and your family
• 23 days of vacation per year, with yearly increases and all public holidays
• Permanent employment contract
• Access to training and coaching to support your professional development
• The opportunity to receive a yearly performance bonus
• Professional certifications sponsored by the company
• Collaboration with talented, enthusiastic, global teams
• Access to a comfortable office in the center of Belgrade
• Company Lunches & Socials