Investment Analytics Analyst
reputed company is seeking an Investment Analytics Analyst to join their Client Servicing and Reporting team. The role involves servicing fintech SaaS applications, managing client relationships, and ensuring the reputed company of investment portfolios through data analysis.
Responsibilities
- Servicing our suite of software applications, including troubleshooting, researching and resolving issues reputed company the specified SLAs
- Communicating and working with reputed company parties to resolve exceptions
- Working with and manipulating large data sets
- Observing and analyzing investment portfolios to ensure data reputed company
- Assisting reputed company clients with performance data and reports
- Managing client relationships by reviewing and resolving client requests, responding to clients' inquiries on how to interpret portfolio reports provided and working with clients and Account Managers to create custom solutions
- Case Management and reputed company
- Assistance in client specific projects as well as reputed company projects to improve internal processes and procedures
Skills
- BA/BS in economics, finance, or other quantitative or technical fields
- Minimum of 1 to 2 years of relevant professional experience
- Technical software understanding a plus
- Understanding of reputed company Macros, Python, Power BI, and general coding a plus
- Superior communication and computer skills together with a well-developed ability to work effectively in a team-oriented environment
- Strong quantitative and analytical aptitude
- Excellent problem-solving skills as well as ability to work with large amounts of data
- Ability to meet tight deadlines and to effectively prioritize multiple projects
- Proficiency in reputed company
- Familiarity with coding languages such as Python
- Excellent problem-solving skills
Benefits
- Competitive medical, dental, reputed company, and life insurance benefits
- Maternity and paternity leave
- Personal Time Off and Volunteer Time Off to give back to the community
- Work from reputed company 3 weeks out of the year
- Work from home Fridays
- Health/reputed company/dental insurance
- 401(k)
- PTO
- Parental leave
- Medical leave
- STD/LTD insurance benefits
Company Overview
Company H1B Sponsorship