Planning and Analytics Associate Planning and Analytics Associate …

Sands Capital Management
in Arlington, VA, United States
Permanent, Full time
Be the first to apply
Sands Capital Management
in Arlington, VA, United States
Permanent, Full time
Be the first to apply
Sands Capital is an independent, employee-owned investment management firm based in Arlington, Virginia that manages multiple billions of dollars in client assets. Sands Capital’s strategies employ a fundamental, bottom-up research process to identify high-quality growth businesses that we can own for the long term in concentrated portfolios. We invest on a global basis across the life cycle from early-stage private businesses to leading public companies.

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

  • Integrity and 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.

Position Summary / Essential Functions

Sands Capital is seeking an Associate to support the Planning and Analytics team with conducting firm and marketplace analytics, planning of internal business updates, and process management for our Executive Management Team.

The ideal candidate will be highly detail oriented and analytical and will have an interest in working on a variety of projects ranging from data analysis to presentation production. The candidate will be able to multitask, prioritize, and switch quickly and as needed between tasks. The Planning and Analytics Associate will enjoy employing a variety of skills including research, analysis, writing, and modeling. The candidate will be able to communicate effectively and efficiently across different teams and will be comfortable interacting with different groups within the firm. High level of integrity and ability to handle highly sensitive and confidential matters in a professional manner is a must.

Although Sands Capital presently operates in a “work from home” environment, we generally expect the candidate to work from Sands Capital’s headquarters in Arlington, Virginia Monday – Friday, or as agreed, when it is safe to do so.

Responsibilities may include:

  • Creating, maintaining, and distributing investment sector and strategy fact packs, investible universe screens, and research coverage tracking documents.
  • Sourcing and manipulating large data sets for the purpose of designing easy-to-understand dashboards for Senior Management.
  • Working with teams across the firm to develop and update internal analytics reports, including team dashboards, client insights and activity assessments. 
  • Developing existing reporting tools and create new processes that will enhance the team’s data collection and analytics capabilities. Current tools include Microsoft Power BI, Salesforce CRM, eVestment, and FactSet.
  • Contributing to the development of the Planning and Analytics team marketplace analytics, build a deep understanding of our firm’s peer groups and industry trends, and create and maintain periodic reports to the team on industry developments.
  • Assisting with the agenda setting and preparation of presentation materials for the monthly Executive Team meeting. Build presentations and assemble data for the Executive planning sessions.
  • Supporting the creation of periodic internal business updates and the organization of our annual all firm updates and partners meetings.
  • Supporting the team with other projects and tasks, as needed

Skills and Qualifications

  • B.A. or B.S. degree in Business, Finance, Economics, Accounting, 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
  • Strong analytical aptitude, modeling, and writing skills
  • Proficiency in Microsoft Office applications including Excel and Power Point
  • Experience with data visualization software including Power BI or Tableau
  • Outstanding attention to detail and ability to handle multiple priorities at once as well as manage changing priorities
  • Excellent work ethic and initiative along with the ability to perform position responsibilities independently with a high degree of efficiency and accuracy
  • Superior customer service skills and demonstrated ability to interact with all levels of staff
  • Ability to handle confidential and sensitive information with utmost discretion
  • Knowledge of the financial services landscape preferred
  • Working knowledge of FactSet preferred
  • Exhibits behaviors consistent with Sands Capital’s mission, values, and culture


Additional Information
To be considered, candidates must submit a resume that specifically outlines your qualifications for the position.

We offer competitive salaries and generous benefits.

Sands Capital is proud to be an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and staff members. For our staff members, equal opportunity includes access to the benefits and privileges that the firm provides to staff members generally. We appreciate the value diversity brings to Sands Capital and are committed to creating an inclusive environment for all staff members.

We evaluate and select qualified applicants without regard to race, color, national origin, age, religion, disability status, gender, sexual orientation, gender identity, genetic information, marital status, veteran status, or any other characteristics protected by applicable federal, state, or local laws. Discrimination of this kind is also strictly prohibited by a variety of federal, state, and local laws, including Title VII of the Civil Rights Act 1964, the Age Discrimination in Employment Act of 1967, and the Americans with Disabilities Act of 1990.

View the “Equal Employment Opportunity is the Law” poster here and its supplement here.

We are committed to working with and providing reasonable accommodations to pregnant individuals, individuals with disabilities, and/or individuals needing accommodation for sincerely held religious beliefs. If you need a reasonable accommodation, please send an e-mail to and let us know the nature of your request and your contact information.

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