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Posted: 05/30/2024 Employment Type: Direct Hire Industry: Data Analyst Job Number: 41996 Pay Rate: 75,000

Job Description

Business CRM Analytics Analyst
Will be part of a F/O facing sell-side equities team who provides the data management infrastructure, analytical tools, and insights to drive improved business performance and monetize buy-side revenue. This role requires strong technical acumen including data capture, cleaning, integration, and analysis of various data sets spanning across research, sales, and trading functions. Seeking to add an organized, detail-oriented, analytical technical member to this team.

PRIMARY RESPONSIBILITIES

Organize and maintain key data; provide reporting and analysis for leadership and client-facing producers
Help drive CRM system enhancements, toolkit buildout, data quality, and user satisfaction
Assist in the monthly data capture and broker portal process to monetize clients’ service consumption
Support data-driven, performance review processes with particular focus on equities research and sales.

TECHNICAL / PROGRAMMING SKILLS

Must have Advanced Excel; expert knowledge of and experience with built-in excel functions and formulas are a must
Experience working with Excel VBA / Macros, SQL (Relational databases) preferred
Python programming on Excel with Openpyxl/Pandas/NumPy is a plus
Understanding SQL relational datasets to maintain real-time access of valuable data points

DATA MANAGEMENT SKILLS

Managing CRM systems with focus on improving quality of data captured and analytical capabilities
Leveraging CRM data to create accurate, valuable reports for senior management and key users
Understanding Salesforce data model for data capture, reporting, and analytics is a plus
Synthesizing data sources from outside vendors with internal CRM data to generate meaningful insights

BUSINESS ANALYTICS

Strong critical thinking, including pattern analysis, to execute ad hoc projects for Equities management
Familiarity with sell-side equity business, key performance metrics, and reporting architecture is a plus

PRESENTATION DEVELOPMENT & SUPPORT

Using PowerPoint/Excel to create compelling presentations and visualization of data

GENERAL

Outstanding verbal, written, and interpersonal skills. Conscientious, professional dedicated work ethic
Excellent attention to detail, accurate, and reliable follow-up skills. Able to multitask with flexible mindset
Working experience with Salesforce-based CRM system is a plus
Able to commit to working F/O desk hours - 8:00AM-5:00PM;
Is a hybrid workweek of in office T/W/R
Bachelors or Masters degree with a focus on Computer Science, Data Analytics, Information Systems
2 - 5 years of financial services or consulting experience

Targeted $75K before 1/4ly paid bonuses

Meet Your Recruiter

Talyn Scarbrough

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