Planning and Analytics Associate

Job Description

Position Summary:

Sands Capital is seeking a motivated Planning and Analytics (“P&A”) Associate to support our Planning and Analytics Team with data analysis, internal business updates, and executive management processes. The ideal candidate will have an interest in working on a variety of projects ranging from data analytics, database management, and data visualization to presentation production and internal communications.

Work Expectations:

This role is expected to work from our Arlington, Virginia office (HQ) on a hybrid schedule of 2-3 days per week in-office (specifically, Tuesdays and Wednesdays) or as directed by your manager, depending on the role and team needs. Please know that the hybrid schedule is subject to change, as directed by our Executive Management Team, at any time.

Position Responsibilities:

• Process Implementation and Improvement: Developing and maintaining processes to enhance data collection and analytics capabilities using tools such as Microsoft Excel, Power BI, eVestment, Salesforce, and FactSet;
• Internal Reporting and Collaboration: Working with teams across the firm to develop and update internal analytics reports, including dashboards, client insights, and activity assessments, ensuring key metrics are clear and actionable;
• Industry and Market Analysis: Contributing to the team’s marketplace analytics by understanding peer groups and industry trends and creating periodic reports on industry developments;
• Executive Management Support: Assisting in setting agendas and preparing presentation materials for monthly executive team meetings and supporting data assembly for executive planning sessions;
• Business Updates and Event Organization: Helping to create and organize internal business updates, including the annual Business Plan, All Firm Update, and Partners Meeting as well as supporting the firm’s internal Intranet;
• Performing other position responsibilities, as needed; and
• Exhibiting behaviors consistent with Sands Capital’s Mission, Values, and culture.

Position Qualifications:

• Undergraduate degree from an accredited university in Business, Finance, Economics, Computer Science, or another related field;
• 0-3 years of experience in a corporate planning, data analysis, investment research, operations, or a management consulting function;
• Proficiency in Microsoft Excel, including the ability to perform calculations to process large volumes of data, use spreadsheets efficiently, and produce graphs and tables;
• Experience with data visualization software including Power BI or Tableau is a must;
• Experience with data transformation using SQL, M, and DAX formula and query languages is a plus;
• Knowledge of the financial services landscape is preferred; and
• High integrity and professionalism in handling confidential matters is a must.

Required Behavioral Characteristics: Identified below are Behavioral Characteristics that the firm holds in high regard and believes are critical for high performing individuals and teams at Sands Capital: 

• Having impeccable integrity;
• Exhibiting superior client service skills and strong interpersonal skills;
• Demonstrating a strong work ethic in a fast-paced, professional environment;
• Operating with a high degree of initiative, self-discipline, and motivation;
• Being exceedingly well-organized and able to manage competing priorities;
• Being able to collaborate and work effectively as part of a team, while also being able to work independently with a high degree of efficiency and accuracy;
• Assuming the best of others; and
• Being motivated by a job well-done.

Sands Capital’s Values: Identified below are Values the firm holds in high regard and believes are critical for high-performing individuals and teams at Sands Capital:

• Integrity & Trust: Do what is right, not what is popular. Deliver on commitments.
• Client-Centered: Always act in the best interest of our clients.
• Commitment to Excellence: Strive to learn and improve. Implement best practices.
• Focus: Identify and concentrate on “what matters.”
• Long-Term Perspective: Appreciate that time allows sound decisions to demonstrate their worth. Avoid short-term thinking.
• Independent Thinking: Have the courage to develop and articulate your own convictions. Debate others openly and honestly.
• Teamwork: Collaborate to gather facts, develop perspective, build conviction, and support timely decision-making.
• Positive “Can-Do” Attitude: Demonstrate a willingness to tackle any task.
• Graciousness: Reflect kindness and courtesy at all times.
• Balance: Enjoy your work while balancing professional activities with interests beyond the firm.
• Meritocracy: Know that talent and achievement will drive your success at Sands Capital.

Salary and Benefits:

Sands Capital offers competitive compensation and generous benefits. For this role, the salary range is $75,000 to $100,000 and will be determined by the candidate’s professional experience and relevant knowledge, skills, and abilities. Base salary is one component of total compensation for this position. Sands Capital may also pay a discretionary, performance-based bonus which is targeted as a percentage of base salary and varies by position and position level. The actual bonus paid, if any, is based on the achievement of quantitative and/ or qualitative goals as well as the success of the firm. 

Sands Capital offers a generous benefits package to include medical insurance (which includes a discount program for vision), dental insurance, life and personal accident insurance, short and long-term disability insurance, flexible spending accounts (medical and dependent), as well as paid holidays (NYSE), vacation, sick, and parental leave.