Financial BI Analyst
Company | GP Fund Solutions |
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Location | Latham, NY, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Junior, 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
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No preferred qualifications provided.