Data Analyst - Investment Insights
Hybrid
Core
Transform proprietary data into timely, actionable investment insights for institutional, advisor, and wealth investor communities.
Role type
Data Analyst (Investment Insights)
Builds
Dashboards, reports, and data visualizations for client-facing and internal deliverables.
Domain
Financial Services / Investment Analysis
Deliverable
dashboards & analysis
Required skills
SQL, Python, VBA, Tableau, Power BI, Data Cleaning, Trend Analysis, Data Visualization
Responsibilities
Retrieve, clean, and process large datasets; Analyze complex data to identify trends and patterns; Develop and maintain dashboards and reports; Partner with stakeholders to understand business needs; Uphold high standards of data quality and methodological rigor.