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Investment Data Analyst

Location : Charlotte, NC
Job Type : Direct
Reference Code : HH
Hours : Full Time
Required Years of Experience : 2-4
Required Education : 4 Year Degree
Travel : No
Relocation : No
Industry : Accounting - Finance

Job Description :

The Investment Data Analyst will help develop a customized investment data platform, providing knowledge and expertise with respect to data models, storage and retrieval solutions for investment data used in and produced by Excel-based financial models.



  • Serve as administrator for Performance and Risk Analytics databases.

  • Manage the daily and monthly functions relating to Performance and Risk Analytics systems.

  • Develop new reporting/dashboards and enhance current reporting/dashboards in Excel.

  • This individual would also be responsible for preparing responses to RFPs, RFIs and questionnaires with our investment capabilities and value proposition to current and future clients and prospects.




Required Qualifications :


  • The ideal candidate will have 2+ years of investment management or related experience.

  • Bachelor's degree in Finance/Accounting.

  • Excellent verbal and written communication skills.

  • Ability to work in a fast-paced environment.

  • Strong attention to detail and accuracy.


 

 

 

 

 

 

 

 

 

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