Client Data Analyst

$65,000 - $80,000/Yr

NB Aurora Holdings Limited - New York, NY

posted 2 months ago

Full-time - Entry Level
New York, NY

About the position

Our New York office is looking for a Data Analyst to join the Client Data Strategy Team. The team is responsible for the acquisition, attribution, maintenance, and integrity of client data for our Distribution organization. This role requires close partnership with Reporting & Analytics, CRM, Finance, Technology, and external vendors as we consider enterprise-wide improvements to our data and analytics capabilities. The Data Analyst will play a crucial role in ensuring that our client data is accurate, reliable, and effectively utilized across various departments. In this position, you will partner with Management, Sales Reporting, CRM, and Finance teams to drive data processes for sales reporting and compensation purposes. You will participate in the development and implementation of complex workflows using Alteryx and Tableau, focusing on data integrity and analytics. Conducting analyses and tests of sales data requirements in partnership with Technology will be essential to conform to enterprise data management standards. You will also assist in defining, documenting, and maintaining process flows that are fit for purpose, ensuring that relevant policies and procedures are upheld. Adopting an ownership mindset over client data, systems, and processes is vital. You will focus on enhancing, streamlining, and automating processes to improve efficiency. Utilizing various sources to verify asset and transaction details for exception management and resolution will be part of your responsibilities. Additionally, you will build and execute robust reconciliation processes and demonstrate broad adherence to best practices in data management processes, building procedures to ensure data integrity.

Responsibilities

  • Partner with Management, Sales Reporting, CRM and Finance teams to drive data processes for sales reporting and compensation purposes
  • Participate in the development and implementation of complex workflows using Alteryx and Tableau for data integrity and analytics
  • Conduct analyses and tests of sales data requirements in partnership with Technology that conform to enterprise data management standards
  • Assist in defining, documenting, and maintaining process flows that are fit for purpose; responsible for maintaining relevant policies and procedures
  • Adopt an ownership mindset over client data, systems and processes
  • Focus on enhancing, streamlining, and automating processes
  • Utilize various sources to verify asset and transaction details for exception management and resolution
  • Build and execute robust reconciliation processes
  • Demonstrate broad adherence to best practices in data management processes and build procedures to ensure data integrity

Requirements

  • Bachelor's degree in finance, Computer Science or related field of study
  • One to three years' progressive experience in Asset Management with a focus on Data and Analytics
  • Demonstrable proficiency in tools such as Alteryx, Tableau, Python and SQL required
  • Experience working with relational databases is highly desirable
  • Experience with business intelligence analysis and project management skills
  • Attention to detail and the ability to manage multiple complex tasks within strict timeframes
  • Desire to work in a team-oriented environment yet able to work independently
  • Strong written and verbal communication skills

Nice-to-haves

  • Knowledge of DST TA2000, Salesconnect/SalesVision, and Salesforce is a plus

Benefits

  • Paid time off
  • Medical/dental/vision insurance
  • 401(k)
  • Life insurance
  • Discretionary bonus
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