Investment Analytics Analyst
Tasks
- Analyze large data sets for portfolio integrity
- Assist clients with interpreting portfolio reports
- Conduct case management and knowledge management
- Coordinate with internal teams and external clients to resolve exceptions
- Generate performance data and reports for clients
- Manage client requests and inquiries
- Support client specific and ad hoc projects to improve processes
- Troubleshoot SaaS application issues within SLAs
Perks/Benefits
- 401k
- Dental insurance
- Life insurance
- Maternity and paternity leave
- Medical insurance
- Parental leave
- Personal Time Off
- Vision insurance
- Volunteer time off
- Work from anywhere 3 weeks out of the year
- Work from home Fridays
Skills/Tech-stack
Data Analysis | Data Integrity | Excel | Excel Macros | Portfolio Analysis | Power BI | Python
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Related jobs
-
TikTok Shop - Strategy & Data Analyst, E-Commerce USD 135K-296KAnalytics | Business Analytics | Data Analysis | Data-Driven Decision Making | Data-drivenMid-level Full TimeSeattle, Washington, United States10h ago
-
Data Engineer, Product Analytics USD 192K-235KBig Data | Data Store | Data Warehouse | Dimensional Modeling | ETLEntry-level Full TimeNew York, NY11h ago
-
Strategic Planning, Operations and Analytics Lead USD 185K-205KAnalytics | Customer Segmentation | Data Architecture | Data Modeling | Data VisualizationSenior-level Full TimeSan Francisco, CA11h ago
-
Data Analytics Associate USD 93K-141KDashboards | Data Validation | Data Visualization | Data integration | ExcelOnsite and telecommuteMid-level Full TimeHouston, TX, US14h ago
-
Agile project management | Alteryx | Artificial Intelligence | Cognos | Data Analysis401k program | Car discounts | Cruise discounts | Dental insurance | Employee assistance programSenior-level Full TimeFort Worth, TX, US15h ago
-
Staff Data Analyst - Lifetime USD 160K-190KAcquisition Economics | CAC | Cohort Analysis | Customer Lifetime Value | Data Pipelines401k | Dental insurance | Gym membership | Medical insurance | Paid time offSenior-level Full TimeNew York, NY, United States21h ago
-
Data Analyst USD 78K-96KDAX | Data Modeling | Data Quality | ETL | KPI Development401k employer match | Dental insurance | Life insurance | Long-term disability | Medical insuranceEntry-level Full TimeRichmond, VA, US22h ago
-
Sr. Healthcare Data Analyst USD 106K-143KClaims data | Databricks | Fraud Detection | Healthcare Claims | Healthcare Claims Data401k match | Paid Holidays | Paid time off | Remote workSenior-level Full TimeUSA MD Home Office (MDHOME), United … R22h ago
-
Digital Data Analyst USD 83K-100KA/B | A/B Testing | B testing | Dashboarding | Data IntegrityCriminal record check | Equal opportunity employer | Hybrid work | Permanent contractMid-level Full TimeUS: Norwalk, United States22h ago
-
Technology Analyst - Data Science & Analytics USD 90K-90KData Pipelines | Generative AI | Language Processing | Machine Learning | Natural LanguageAccess to Alumni Network | Career development opportunities | Comprehensive orientation | Exposure to senior leadership | Learning and development sessionsSenior-level Full TimeChicago, IL, United States22h ago
-
AWS | Azure | Data Feeds | Data Modeling | Data ValidationRemote work options | Work from home flexibilitySenior-level Full TimeNYC Bryant Park Site, United States22h ago
-
Junior Data Analyst USD 75K-90KBusiness Intelligence | Dashboard Development | Data Governance | Data Visualization | Data analyticsEntry-level Full TimePikesville, MD22h ago
-
Business Data Analyst III USD 85K-138KBusiness Process | Business Process Reengineering | Dashboarding | Data Analysis | Data reporting401k retirement plan | Bereavement leave | Company-Paid Holidays | Healthcare benefits | Life insuranceSenior-level Full TimeUnited States - Remote R22h ago
-
Bilingual communication | Business Intelligence | Data Analysis | Data Automation | Data Visualization401k | Dental insurance | Medical insurance | Paid sick hours | Vision insuranceMid-level Contract Full TimeRidgefield Park, NJ, United States22h ago
-
Data Analyst, Consultant (Provider Operations) USD 76K-110KBusiness Objects | Data Quality | Excel | Microsoft Access | PLSQLHybrid work modelSenior-level Full TimeLong Beach, CA, United States1d ago
-
Product Associate - Data Analytics - Senior Associate USD 170K-201KAWS | Agile | Analytics | Artificial Intelligence | Data ModelingBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site health and wellness centersMid-level Full TimeChicago, IL, United States1d ago
-
Data Analyst USD 98K-149KDashboard Reporting | Data Modeling | Data Preprocessing | Data Quality | Data TransformationContinued professional developmentMid-level Full TimeMacon, Georgia, United States1d ago
-
IT Business & Data Analyst USD 95K-125KAcceptance Testing | Airflow | Boomi | CRM | CeligoBonus program | Equity participation | Reasonable accommodationMid-level Full TimeSan Francisco1d ago
-
Senior Sales Commissions & Systems Data Analyst USD 88K-110KCaptivate IQ | Commission Systems | Dashboarding | Data Auditing | Data ModelingCareer Development Programs | Commuting cost coverage | Daily free lunch | Employee equity | Employee resource groupsSenior-level Full TimeBoston, Massachusetts, United States1d ago
-
Business Data Analyst USD 97K-120KChange Management | Data Analysis | Document editing | Microsoft Access | Microsoft Excel401k employer match | Disability benefits | Educational assistance | Gym reimbursement | Healthcare benefitsMid-level Full TimeFort Belvoir, VA1d ago
-
Senior Data Analyst, Growth USD 88K-117KAI Agent | AI Agent Validation | Ad Manager | Audience Segmentation | Campaign PerformanceDental insurance | Disability insurance | Employee stock purchase plan | Flexible spending accounts | Health insuranceSenior-level Full TimeSeattle, WA, United States1d ago
-
Acquisition Investment Analytics, Senior Associate USD 144K-174KAlteryx | Analytics | Data Analysis | Data Science | ExcelBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site health and wellness centersSenior-level Full TimeWilmington, DE, United States1d ago
-
Customer Service | Data Analysis | Data Reconciliation | Data entry | Database ManagementDental insurance | Employee assistance program | Medical insurance | Short-term disability | Term life insuranceSenior-level Full TimeArlington, VA, United States1d ago
-
Data Analyst Supporting the USMS USD 75K-110KData Analysis | Data entry | Database Management | Document processing | Information reconciliationDental insurance | Employee assistance program | Health insurance | Life insurance | Short-term disabilityEntry-level Full TimeArlington, VA, United States1d ago
-
Quantitative Analytics [Multiple Positions Available] USD 159K-205KCustomer Segmentation | Data Analysis | Data Modeling | Data Visualization | ETLBackup childcare | Financial coaching | Health care coverage | Mental health support | Onsite health and wellness centersEntry-level Full TimePlano, TX, United States1d ago