Data Analyst / Data Reporting Analyst / Investment Support Analyst

Investment Support Analyst / Data Analyst / Data Reporting Analyst

Baltimore, MD 21202 - Onsite Role - Hybrid Model

6 Months

Onsite Role Day 1: Hybrid Model: 2 Days Onsite, 3 days work from home.

Till Jan: 2 Days Onsite, 3 days work from home.

After Jan: 3 Days Onsite, 2 days work from home.

Job Summary below was written by the HM:

This is not a typical Data Analyst, such as they would not be required to perform SQL queries.

Project: This person will be working on the Consultant Database Group that sits within Investment Product Communications. This team is responsible for global consultant communications.

Top Requirements:

• Attention to detail --> reviewing a lot of data points
• Data Background --> converting different currencies, formula's in excel, reports that show different %'s around the globe
• Reporting --> running reports from different internal systems - building reports --> populating data --> and then asking questions
• Banking or investments background.

Job Summary:

Consultant database roles support the firms global promotion of investment strategies with consulting firms. They provide frequent and highly complex qualitative and quantitative information through Web-based portals, research, and reporting to deepen the firms relationships with the research analysts.

Responsibilities:

• Manages quality of databases of qualitative and quantitative data.
• Conducts advanced research and analysis for research analysts and consultants.
• Interacts occasionally with external stakeholders.
• Ensures accurate recording and monitoring of investment strategies and content across databases according to policies and procedures.
• Edits content to fit database requirements and positioning of strategy.
• Develops recommendations for timely resolution of issues and escalates identified quality issues to more senior professionals.
• Manages and contributes content/information to consultant databases, working with relationship managers to ensure appropriate strategy population, content, and data requests are met for each consultant database.
• Assists in the data aggregation to support the teams automated reporting process.
• May work with consultant research analysts who provide input on ratings for investment products.
• Gathers data and advanced information from qualitative and quantitative resources to prepare reports, research, or other materials to meet senior relationship management professionals information request needs.
• May interact directly with consultants to ensure that the inquiry is addressed in a professional/timely manner.
• Coordinates with a cross-functional team, including content management, strategy writers, investment specialists, and marketing data teams to ensure adherence to quality standards across channels.
• Identifies best practices to be shared with the broader team.
• Prepares and responds to requests for information or requests for proposals (RFP) related to consultant databases.
• Works with more senior team members and the global consultant relations team to develop proposals.
• May respond directly to the consultant on behalf of the consultant relations manager.
• Monitors RFP outcomes through an internal database or follows up directly with the relationship manager.

Qualifications:

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 2+ years of total relevant work experience.
• Required Skills : Basic Qualification : Additional Skills : Background Check :YesDrug Screen :YesCandidate must be your W2 Employee :NoInterview Process :Additional Keywords :This is not a typical Data Analyst, such as they would not be required to perform SQL queries. Degree Requirements :Certification Requirement :This is not a typical Data Analyst, such as they would not be required to perform SQL queries.