My client is looking for an experienced analyst to join their team at a mid-sized Asset Management organization in Boston. They have been around since the mid-1990s, and manage over $2 Billion in assets for their clients and investors. If you are looking to join a hard-working team and help people work on their wealth management, this is the job for you!
Use SQL and Excel to create organized data reports for upper management and investors
Work collaboratively with the Operations team to gather important financial information
Use data to show trends, create predictions, and impact the direction of the company by helping make data-driven decisions
Education + Experience
Masters degree in Finance or 2 years of experience working in a Financial Institution
Hands-on experience using SQL to organize data and create tables
Reporting and Visualization experience using Excel