Investment Data Analyst

Role: Investment Data Analyst Location: Malvern,pA Job Description: Looking for analytic skills but need someone that understands investment data. SIE or series 7 licensed- HUGE plus! It would be nice if they had some low-level SQL or Python skills but the investment knowledge is the real need. Core Responsibilities Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts. Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement. Develops, owns and manages recurring analytic or reporting processes. Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices. Participates in special projects and performs other duties as assigned. Qualifications: Minimum of five years related work experience. Undergraduate degree or equivalent combination of training and experience.