Senior Associate, Data Analytics
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Job Description
Senior Associate in Data Analytics driving data analysis and insights at a global capital markets advisory firm. Collaborating with executives to enhance decision-making through data-driven strategies.
Responsibilities:
- Aggregate and reconcile data from multiple sources into a single, authoritative view.
- Collaborate directly with the CEO and client-facing teams to translate analytical findings into strategic recommendations.
- Design and maintain standardized reporting templates and dashboards that deliver consistent, clean intelligence to executives and clients across every engagement.
- Own quality control on all data outputs.
- Elevate the quality, consistency, and speed of client-facing work products, including decks, data summaries, and campaign status reports.
- Work with the firm’s AI-powered reporting infrastructure, further enhancing data ingestion, normalization, and delivery across the project lifecycle.
- Identify new opportunities for automation and champion their transformation through intelligent tooling.
- Maintain data governance standards, naming conventions, and workflow documentation.
- Utilize predictive analysis to surface trends and provide data-driven recommendations that allow the firm to act before problems occur.
Requirements:
- 5+ years of analytical experience in financial services, with deep expertise in mutual funds or related investment products.
- Advanced proficiency in data manipulation and analysis tools (Excel/Power Query required; Python, SQL, or R strongly preferred).
- Demonstrated ability to synthesize multi-source data into clean, executive-ready deliverables under deadline pressure.
- Strong working knowledge of AI tools and their application to data workflows, reporting automation, or process improvement.
- Exceptional attention to detail. You catch errors others miss and hold your work to a high standard.
- Outstanding written and verbal communication skills; comfort translating data into narrative for senior executives and clients.
- Proven ability to manage multiple concurrent projects in a fast-paced, time-bound environment.
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