Associate, Data & Analytics

Associate/Senior Associate, Data & Analytics

About Palm Tree
Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.
Palm Tree’s Data & Analytics practice helps private equity portfolio companies and middle-market businesses build modern, insight-driven data capabilities. Our team works alongside executive leadership to design, implement, and optimize data infrastructure and analytics solutions that provide real-time visibility into operational and financial performance. The Senior Associate Position
The Senior Associate is a key execution leader within Palm Tree’s Data & Analytics practice. Senior Associates manage client workstreams, build analytics solutions, and help organizations translate complex data into actionable insights.
This role blends hands-on technical development with client-facing collaboration. Senior Associates work directly with business stakeholders to design data models, build reporting infrastructure, and implement analytics frameworks that support operational decision-making.
The ideal candidate thrives in fast-paced environments, enjoys solving complex data challenges, and is comfortable working in entrepreneurial settings where processes and solutions are continuously evolving. Core Responsibilities
Data Modeling & Engineering

• Write production SQL to model, transform, and validate data across multiple source systems including ERP, CRM, and operational databases
• Build and maintain scalable data models that support reporting and analytics use cases
• Optimize query performance across complex multi-table schemas
• Document data pipelines, transformation logic, and business rules

Business Intelligence & Reporting

• Develop and maintain Power BI semantic models, reports, and dashboards
• Design KPI reporting frameworks that provide leadership teams with clear operational insights
• Implement row-level security and governance controls within BI environments
• Support deployment and maintenance of reporting pipelines

Data Strategy & Client Engagement

• Translate business questions into data requirements and analytical frameworks
• Partner with client stakeholders to define metrics, reporting needs, and data structures
• Support data governance, quality assurance, and analytics best practices
• Lead meetings and working sessions with business and technical stakeholders

Analytics Delivery & Workstream Ownership

• Independently manage analytics workstreams across client engagements
• Scope projects, estimate level of effort, and manage delivery timelines
• Synthesize insights from structured and unstructured data sources
• Deliver actionable recommendations that support operational and financial decision-making

Team Development & Practice Growth

• Mentor and support junior team members across analytics engagements
• Contribute to internal knowledge development and data architecture standards
• Support development of analytics methodologies and delivery frameworks within the practice

Qualifications

• 3+ years of experience in data analytics, business intelligence, or data engineering roles
• Strong SQL proficiency, including CTEs, window functions, subqueries, and complex joins
• Hands-on experience building Power BI models, DAX measures, and dashboards
• Experience translating business requirements into analytical frameworks and reporting solutions
• Strong communication skills with the ability to engage both technical and non-technical stakeholders
• Ability to manage multiple workstreams in fast-paced consulting or advisory environments

The ideal candidate will demonstrate strong analytical thinking, curiosity, and a willingness to solve complex data problems in entrepreneurial environments. Preferred Experience

• Experience working with cloud data platforms such as Azure or Snowflake
• Familiarity with ETL/ELT tools including Azure Data Factory or dbt
• Experience using Python for data transformation or automation
• Exposure to private equity or portfolio company environments
• Familiarity with ERP systems such as AS/400, NetSuite, or similar

Compensation and Benefits

• Base salary range of $125,000–$150,000, with performance-based bonus opportunities.
• Comprehensive benefits package including medical, dental, and vision insurance.
• Competitive 401(k) program with employer matching contributions.
• Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
• Unlimited paid time off (PTO).
• Opportunities for career advancement within a merit-based, entrepreneurial culture.

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What to Expect When Applying

Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements.

Application Confirmation
After submitting your application, you will receive an email confirming that we’ve received your materials.

Initial Review
Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience.

Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date.

Screening
If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary.

Interviews
Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements.

While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding.

Important Notice
Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal.