Data Analyst/ Wealth Mgt./Capital Markets/CRM

The ideal candidate is not simply a technical data analyst. This person should be a business-minded problem solver who enjoys working directly with users, asking the right questions, understanding how the business operates, and finding creative ways to make processes and data better.

The successful candidate will be someone who can sit with a portfolio manager, operations professional, client-facing employee, or other business user, understand what they are trying to accomplish, work through the underlying data, and develop a practical solution. Strong Excel skills, financial services knowledge, CRM experience, SQL, and the ability to work effectively with people are all critical to success in this role.

Preferred Skills

Advanced Microsoft Excel
SQL
Salesforce CRM
Salesforce Flows
Salesforce Apex
CRM data integration
Data quality and reconciliation
Data process improvement
Reporting and analytics
Financial data
Asset Management / Hedge Fund data
Requirements gathering
Business process analysis
Data mapping
End-user support
Cross-functional collaboration