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Jr. Data Analyst

3 months ago


New York, New York, United States Michael Page Full time
Leading Financial Services Firm in San Francisco, CALong term contract with competitive rate and opportunity for conversion About Our Client

A Wealth Management Firm known for its extensive range of financial products and services, including asset management, risk management, and advisory services.

Job Description

Track the sales funnel and operational metrics, and deliver regular insights to the business.Develop and implement strategies to enhance sales funnel performance and meet operational needs.Analyze operational data to provide strategic recommendations for streamlining internal processes.Collaborate with cross-functional teams on ad-hoc requests, projects, and critical issues.Maintain CRM data quality, provide long-term workflow recommendations, and support teams with key documents and reporting.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

1-2 years of experience in Sales Operations or data analysis, supporting Relationship Managers or Sales teams with data-driven insights.Proficient in CRM systems, Excel, Microsoft Office, and PowerPoint.Advanced skills in data analysis and experience with data software such as Tableau or SQL.Bachelor's degree in Finance, Economics, Business Administration, or a related field.Strong communication, organizational, and problem-solving skills, with the ability to represent the company professionally and maintain confidentiality.

What's on Offer

This position offers great pay and benefits

Apply today using the link and your resume will be reviewed within 24 hours