Financial Data Analyst

Role: Financial Data AnalystDuration: 9 monthsLocation: This role could be fully remote, candidates should be from east-coast/EST timeframe Education: Bachelor’s degree in Finance, Economics, Business Administration, Data Science, or a related field. Experience: 5+ years in a data-focused role, preferably within private equity, investment banking, consulting, or financial services. Strong project management skills, including project planning and control, stakeholder management, status tracking and reporting, issue, risk and budget management Proven track record of working with large datasets and delivering actionable insights through reporting. Technical Skills: Advanced proficiency in Microsoft Excel, expereince with PowerBI or Tableau Preferred experience with eFront, Salesforce, and portfolio management software. Industry Knowledge: Understanding of private equity lifecycle (deal sourcing, due diligence, portfolio management, exit strategies) is preferred. Communication: Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders. Key Competencies Analytical Thinking: Ability to break down complex datasets into clear, actionable insights. Attention to Detail: High level of accuracy in data handling and reporting. Time Management: Ability to prioritize tasks and deliver under tight deadlines in a fast-paced environment. Problem-Solving: Proactive approach to identifying and resolving data-related challenges. Team Player: Collaborative mindset with a willingness to support cross-functional teams. 1-3 years of professional experience Wealth Management and/or project management experience is a plus General knowledge of retail and private banking products Bachelor’s degree in Finance, Economics, Accounting Applicant Consent:By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply. Job Type: Contract Pay: $50.00 - $56.00 per hour Ability to Commute: New York, NY (Preferred) Work Location: In person