Posted in

Financial BI Analyst

Financial BI Analyst

CompanyGP Fund Solutions
LocationLatham, NY, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Bachelor’s degree in Math, Informatics, Data Science, Finance, or related field of study.
  • Experience with VBA, SQL / SSRS, R / Python or visualization software.
  • Knowledge of investment & economic principals / terms (markets, asset classes, fund classes, sectors etc.).
  • Understanding of performance and Benchmarking calculations and terminology (GIPS, PME).
  • Ability to identify trends, patterns, or abnormalities in data sets and to simplify complex data sets.
  • Proficiency with software related products such as Microsoft programs (Excel, Word, Outlook, Teams and OneNote).

Responsibilities

  • Utilize data cleaning techniques and tools to handle missing values, outliers, and inconsistencies in large and complex datasets.
  • Understand and apply private market reporting concepts to data modeling and report automation.
  • Provide support for a range of reporting applications, including custom-built solutions and third-party tools to enable reporting across the organization.
  • Carry out exploratory data analysis, researching and resolving issues with various degrees of complexity.
  • Produce ad-hoc models for clients or GPFS management for purposes such as fund raising or performance tracking.
  • Work as a strong team member as well as an independent contributor.
  • Support fund administration teams by producing and reviewing data driven work-paper schedules used in financial statements, investment valuations and other deliverables.
  • Optimize and maintain workflows related to data processing tasks.
  • Reconcile reporting output to source documents.
  • Drive process improvement or automation.
  • Demonstrate attention to detail and accuracy.
  • Prioritize and work on multiple projects simultaneously.
  • Flexibility to work hours needed to complete client deliverables.

Preferred Qualifications

    No preferred qualifications provided.