Awareness Session

🕒 Duration:

60 MinutesFlaticon+16Microsoft Support+16SlideModel+16

📋 Session Agenda:

1. Introduction (5 minutes)

• 🎯 Welcome and Objectives:

  • Introduce the purpose of the session: to provide a high-level overview of technical skills essential in modern PE fund administration.

2. Overview of PE Fund Administration Platforms (10 minutes)

• 🛠️ Key Platforms:

  • Investran: A comprehensive solution for PE fund accounting and administration.

  • Paxes: Known for its robust data management capabilities.

  • LemonEdge: Offers customizable workflows and real-time data access.

  • Geneva: Provides portfolio accounting and reporting solutions.

  • eFront: Specializes in alternative investment management software.

• 🗄️ Common Backend Technologies:

  • All these platforms utilize SQL Server as their backend database, ensuring structured data storage and retrieval.

3. The Role of SQL in PE Fund Administration (15 minutes)

• 📊 Data Management:

  • SQL enables efficient handling of large volumes of financial data, crucial for PE operations.

• 📈 Reporting and Analysis:

  • Facilitates the generation of complex reports, aiding in decision-making processes.PageOn+7Microsoft Support+7PPT Productivity+7

• 🔗 Integration with Other Tools:

  • SQL's compatibility with various tools allows seamless data integration and analysis.

4. Leveraging Power BI for Data Visualization (15 minutes)

• 🖥️ Introduction to Power BI:

  • A powerful business analytics tool that provides interactive visualizations.

• 🔌 Integration with SQL Databases:

  • Power BI can directly connect to SQL Server databases, enabling real-time data analysis.

• 📊 Benefits in PE Context:

  • Helps in visualizing complex financial data, identifying trends, and making informed decisions.

5. Career Opportunities and Skill Development (10 minutes)

• 💼 Emerging Roles:

  • Business Analyst: Focuses on analyzing data to improve business processes.

  • Data Implementation Manager: Oversees the integration of data systems and ensures data quality.

• 🧠 Essential Skills:

  • Proficiency in SQL and Power BI is increasingly becoming a prerequisite for these roles.

• 📚 Learning Resources:

  • Online courses, certifications, and workshops to enhance SQL and Power BI skills.

6. Q&A Session (5 minutes)

• ❓ Open Floor:

  • Attendees can ask questions and discuss topics covered in the session.

🎯 Key Takeaways:

• Understanding the technical infrastructure of leading PE fund administration platforms.

• Recognizing the pivotal role of SQL in data management and reporting.

• Appreciating how Power BI enhances data visualization and decision-making.

• Identifying career paths that benefit from SQL and Power BI proficiency.