An International Investment Manager wish to recruit a BI Analyst to support a number of areas across the business, the successful candidate will be responsible for the following.
Overview
- Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
- Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
- Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance
- Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders
- Troubleshoots any reporting or operational process errors, then propose and implement solutions
- Manages projects to create or improves reporting content and/or advance strategic business goals
- Provides support, innovation, and project consultation for multiple business segments
- Develops industry insights through proactive networking, conference attendance, and independent research
Experience Required
- Bachelor's Degree in Business, Finance, Economics, or related field preferred
- 1-2 years of Data/BI experience
- 1+ years of direct experience with FactSet
- Experience of Tableau - desirable
- Strong Excel knowledge working with large data sets
- Extremely detail-oriented
- Excellent client service focus and high touch experience required