Data Analyst:
Through collaborations with leading technology platforms, curate reports that offer insightful, consolidated, real-time views of all assets and liabilities, detailing what they are, who holds them, how ownership is divided, how they're invested, and how they're performing. These reports are strategically designed to uncover opportunities and highlight financial risks.
- Learn and leverage financial reporting and data aggregation tools:
- Conduct account level reconciliation.
- Provide accurate and timely statements and data entry.
- Work with internal teams to resolve data issues.
- Generate Ad Hoc reports as needed.
- Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
Valued qualities and key skills:
- Highly inquisitive, collaborative, and a creative problem solver
- Possess foundational knowledge of and/or genuine interest in the financial markets
- Able to thrive in a fast-paced environment
- Able to adapt to new responsibilities and manage competing priorities
- Technologically proficient in Microsoft Office (Excel, PowerPoint)
- Strong verbal and written communication skills
