Job Summary
A financial services and investment firm is filling a position for a Remote Investments Data Metrics and Reporting Consultant.
Candidates will be responsible for the following:
- Conducting detailed plan reviews of DC and NQ plan investment set up
- Providing guidance to Investment Change Coordinators
Must meet the following requirements for consideration:
- 3+ years of retirement industry, and/or financial services experience required
- Experience with Power Bi and DAX basics, Tableau, and SQL databases
- High proficiency in Microsoft Office Suite
- Ability to work independently in a fast-paced, changing environment