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
• Develops industry insights through proactive networking, conference attendance, and independent research

Experience Required

• Bachelor’s Degree in Business, Finance, Economics, or related field preferred
• 2-3 years of Data/BI experience
• 1+ years of direct experience with FactSet
• Strong Excel knowledge working with large data sets
• Extremely detail-oriented
• Excellent client service focus and high touch experience required