The role involves leveraging advanced data analytics, SQL, and Python to support financial services projects while managing data and stakeholder communications. Requires extensive investment management operations knowledge.
The Minimum Qualifications
Education: Bachelor's or Master's degree in Finance, Computer Science, Information Systems or related field.
Experience:
Proficiency in financial reporting tools (e.g., Power BI, Tableau).
Education: Bachelor's or Master's degree in Finance, Computer Science, Information Systems or related field.
Experience:
- 8+ years of experience as a Data Analyst or similar role supporting data analytics projects.
- 5+ years of Mastery in SQL.
- 5+ years of experience in financial services, insurance, or related industry.
- Experience with data manipulation using Python.
- Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing.
- Investment Operations exposure - Critical Data Elements (CDE), data traps and other data recons.
- Familiarity with data engineering concepts: ETL/ELT, data lakes, data warehouses.
- Experience with BI tools like Power BI, MicroStrategy, Tableau.
- Excellent communication, problem-solving, and stakeholder management skills.
- Experience in Agile/Scrum and working with cross-functional delivery teams.
Proficiency in financial reporting tools (e.g., Power BI, Tableau).
Top Skills
Microstrategy
Power BI
Python
SQL
Tableau
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