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Data Analyst / Data Reporting Analyst / Investment Support AnalystSamprasoft • United States
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Data Analyst / Data Reporting Analyst / Investment Support Analyst

Samprasoft
  • US
    United States
  • US
    United States
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Über

Investment Support Analyst / Data Analyst / Data Reporting Analyst
Baltimore, MD 21202 - Onsite Role - Hybrid Model 6 Months Onsite Role Day 1: Hybrid Model: 2 Days Onsite, 3 days work from home. Till Jan: 2 Days Onsite, 3 days work from home. After Jan: 3 Days Onsite, 2 days work from home. Job Summary below was written by the HM: This is not a typical Data Analyst, such as they would not be required to perform SQL queries. Project: This person will be working on the Consultant Database Group that sits within Investment Product Communications. This team is responsible for global consultant communications. Top Requirements: Attention to detail --> reviewing a lot of data points Data Background --> converting different currencies, formula's in excel, reports that show different %'s around the globe Reporting --> running reports from different internal systems - building reports --> populating data --> and then asking questions Banking or investments background. Job Summary: Consultant database roles support the firm’s global promotion of investment strategies with consulting firms. They provide frequent and highly complex qualitative and quantitative information through Web-based portals, research, and reporting to deepen the firm’s relationships with the research analysts. Responsibilities: Manages quality of databases of qualitative and quantitative data. Conducts advanced research and analysis for research analysts and consultants. Interacts occasionally with external stakeholders. Ensures accurate recording and monitoring of investment strategies and content across databases according to policies and procedures. Edits content to fit database requirements and positioning of strategy. Develops recommendations for timely resolution of issues and escalates identified quality issues to more senior professionals. Manages and contributes content/information to consultant databases, working with relationship managers to ensure appropriate strategy population, content, and data requests are met for each consultant database. Assists in the data aggregation to support the team’s automated reporting process. May work with consultant research analysts who provide input on ratings for investment products. Gathers data and advanced information from qualitative and quantitative resources to prepare reports, research, or other materials to meet senior relationship management professionals’ information request needs. May interact directly with consultants to ensure that the inquiry is addressed in a professional/timely manner. Coordinates with a cross-functional team, including content management, strategy writers, investment specialists, and marketing data teams to ensure adherence to quality standards across channels. Identifies best practices to be shared with the broader team. Prepares and responds to requests for information or requests for proposals (RFP) related to consultant databases. Works with more senior team members and the global consultant relations team to develop proposals. May respond directly to the consultant on behalf of the consultant relations manager. Monitors RFP outcomes through an internal database or follows up directly with the relationship manager. Qualifications: Bachelor's degree or the equivalent combination of education and relevant experience. 2+ years of total relevant work experience. Required Skills : Basic Qualification : Additional Skills : Background Check :YesDrug Screen :YesCandidate must be your W2 Employee :NoInterview Process :Additional Keywords :This is not a typical Data Analyst, such as they would not be required to perform SQL queries. Degree Requirements :Certification Requirement :This is not a typical Data Analyst, such as they would not be required to perform SQL queries.
  • United States

Sprachkenntnisse

  • English
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