Data & Analytics Associate

Job Summary

A company is looking for a Data & Analytics Associate to support business management through data insights and reporting.

Key Responsibilities

• Gather, organize, and analyze financial data to identify trends and key performance indicators
• Build and maintain business models for budgeting, forecasting, and scenario analysis
• Provide data-driven recommendations and develop comprehensive reports and dashboards for stakeholders

Required Qualifications

• Bachelor's degree in business, Operations, Finance, or related field
• 5 plus years of experience in a data analyst, data management, or business intelligence role
• Proficient in programming tools including Python, SQL, and R
• Experience within the financial services or wealth management industry
• Proficient in data and analytics tools such as Power BI, Salesforce, Tableau, and Excel