Investment Data Analyst

3 weeks ago


Jersey City, United States Inizio Partners Full time

Role Overview:


  • The person would be working with Investment team for a major Insurance client. The candidate should have Finance / Investments background.
  • The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
  • Good knowledge and hands-on experience in SQL to create business logic and joins between datasets.
  • Advance level knowledge of MS Excel.
  • Basic understanding of AWS
  • Basic understanding of Power Query and Power Automate
  • Should be independently able to conduct data analysis on results produced by financial models.
  • The person would be required to create automated upload templates that would be loaded to subledger/ledger.
  • The person should be able to quickly understand the business issues and data challenges and propose solutions.
  • A suitable candidate should have 5-10 years of experience in finance/investment domain and should possess a go-getter attitude. The Candidate should be able to deal with ambiguity.
  • Experience in insurance preferred.


Key Responsibilities & Skillsets:


Common Skillsets:

  • Superior finance, analytical and problem-solving skills.
  • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
  • Excellent communication skill for client interaction
  • Excellent presentation skills


Financial & Technical Skillsets:

  • Background in Finance, Investment, IT
  • Very good knowledge of SQL, advance Excel
  • Ability to work with large datasets
  • Basic understanding of AWS is must
  • Basic knowledge of Power Query and Power Automate
  • Detail-oriented with fair knowledge of accounting procedures and financial reporting practices
  • Experience with month-end close, budgeting, forecasting and analytical projects
  • Hands-on experience working as part of Data Tech / Data Engineering / IT team highly preferred
  • Experience in Clearwater Accounting platform or similar accounting platform is preferred

Candidate Profile:


  • Bachelor’s/master's degree in either finance, Investments, computer science, IT
  • 5-10 years of experience in Finance / Investment domain
  • 4+ years of experience working as part of Data Tech / Engineering or IT team. Should have fair understanding of Relational database concepts.
  • Expert in SQL and MS Excel
  • Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
  • Effective communication skills to convey technical concepts to non-technical team members.
  • Superior analytical and problem-solving skills.
  • Outstanding written and verbal communication skills
  • Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
  • Is able to understand cross cultural differences and can work with clients across the globe.
  • Experience in Clearwater Accounting platform or similar accounting platform is good to have
  • Strong and in-depth understanding of insurance industry is good to have

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