Hybrid role, must be local to Boston MA. Our industry-leading financial services client is seeking a BI Data Analyst. The Investment Data Analyst role will be responsible for providing scalable, timely, easily consumable and good quality data for consumption by SAI led products and functions. This position will help drive and define strategy for data analysis, management, acquisition, and distribution. Working closely with SAI business as well as technology partners, the position will participate on projects of various size and complexity, including product/platform development and enhancement.
Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
Rate: $50 - $60 / hr. w2
Responsibilities
- Develop and implement a repeatable process aimed at streamlining the data sourcing, aggregation, quality & distribution
- Research, recommend and implement automation, digitization, and new scalable solutions for distributing data.
- Partner with members of business and technology teams to develop Project and Execution Plans, establish agreed-upon milestones and raise issues, as necessary. Ensure timely production and meet calendar deadlines.
- Participate in other data-related efforts to support ad-hoc reporting and analysis.
- Operationally monitor, govern, and triage data issues arising from nightly batch or real time data sourcing, working with internal and external partners and vendors.
Experience Requirements
- 1-3 years or more in a data intensive, hands on environment, preferably within investment management or technology industries
- Bachelor's Degree required
- Good data querying skills using SQL, TOAD, Tableau, Excel, or any other applications.
- Introductory experience with system development projects, business analysis, and data analysis.
- Basic knowledge of asset allocation investment products, Performance, Attribution, Fixed Income and Risk related experience.
- Prior Experience with Reporting and Visualization Tools like Tableau, Spotfire, Alteryx or other BI, Data Prep, Blending etc.
- Basic understanding of AI/ML concepts, R, Python or Scala is preferred.
- Exposure to Private Equity, Private Debt and Private Real Assets data, vendors and investment processes. Any experience with vendors like Preqin, Blue Vault, Pitchbook, Burgiss, Cliffwater etc. is a big plus.
- Understanding of MS Excel (macros, VLOOKUP's, VBA) and PowerPoint
- Basic project management skills and ability to prioritize multiple work streams, track progress and effectively communicate and handle expectations.
- Basic analytical skills and business judgment.
- Intellectual curiosity and commitment to continuous improvement.
- Interest in CFA / CAIA / Financial Certification is good to have but not required.
Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
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