Job Description
W2/USC only
We are looking for a Data Analyst with hands-down wealth management knowledge to work with a client on product integration projects. The successful candidate will have strong investment product knowledge of various investment types and hands-on experience analyzing data from mutual fund or annuity companies, clearing firms (Pershing or NFS), and/or industry data aggregators (DST or DAZL) so it can be normalized with other firm data.
Responsibilities
- Interpret and analyze data from multiple industry sources
- Identify, analyze, and interpret trends or patterns in complex data sets
- Filter and clean data by reviewing computer reports, printouts
- Work with project managers and management to prioritize business and information needs
- Define new process improvement opportunities
Skills
- Proven working experience as a data analyst or business data analyst
- Technical expertise regarding data models, data mining and segmentation techniques
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
- Adept at queries, report writing and presenting findings
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Date Posted
02/12/2024
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