Financial Data Analyst

Responsibilities :

• Responding quickly, accurately, and thoroughly to internal and external inquiries
• Planning, designing, developing, and performing quality assessments on data elements
• Leveraging manual and automated processes and procedures to validate data accuracy
• Evaluating new and existing data vendors for accuracy, timeliness, and completeness of data
• Serving as content expert in area of expertise
• Advising product/development on ways to improve the quality of our data offering
• Collaborating with clients and prospects to find innovative solutions to their data needs
• Functional Knowledge and Contribution
• Develops professional expertise, applies company policies and procedures to resolve a variety of issues. I.e.: reference data issues
• Understands and can reference or explain the general workflow, tools, and value proposition.
• Builds own process documentation repository for basic workflows not covered in general SOP s.
• Adds value immediately and learns as much as possible as work is guided organically by JIRA queue and tasks.
• Tasks run, investigated, and remediated daily.
• JIRA case TAT is under 3 days (0-6 months)
• JIRA case TAT is under 2 days (>6 months)
• JIRA case reopen rate is under 3%.
• JIRA case completion is proportional to the rest of the team after six months.
• Communication
• Adds value through quick, accurate, and thorough responses to inquiries. Acknowledges inquiries within an hour.
• Beginner level SQL - runs pre-built queries, and gains general understanding of SQL fundamentals (modify selects and where clauses)
• Supervision
• Normally follows established procedures on work, requires instructions only on new issues.

Requirements

• Knowledge of STAT and NAIC guidance
• Excellent verbal and written communication skills
• Strong organizational and interpersonal skills
• Strong problem solving and math skills
• Strong skills with Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization
• Bachelor s degree in related area of study

Desired Experience or Skills:

• Investment accounting experience, CPA preferred
• Knowledge of fixed income investments
• Securities or financial markets experience
• SQL query writing skills

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