Senior Associate, Data Analytics

This is a fully remote position, open to applicants in United States.

📋 Description

• Consolidate and reconcile data from various sources into a unified, authoritative perspective.

• Work closely with the CEO and client-facing teams to convert analytical insights into strategic recommendations.

• Create and maintain standardized reporting templates and dashboards that provide consistent, clear intelligence to executives and clients across all engagements.

• Ensure quality control over all data outputs.

• Enhance the quality, consistency, and efficiency of client-facing deliverables, including presentations, data summaries, and campaign status reports.

• Leverage the firm’s AI-driven reporting infrastructure to improve data ingestion, normalization, and delivery throughout the project lifecycle.

• Identify new automation opportunities and advocate for their development through intelligent tooling.

• Uphold data governance standards, naming conventions, and workflow documentation.

• Employ predictive analysis to highlight trends and provide data-driven insights that enable the firm to act proactively before issues arise.

⛳️ Requirements

• A minimum of 5 years of analytical experience in financial services, with substantial expertise in mutual funds or related investment products.

• Advanced skills in data manipulation and analysis tools (Excel/Power Query is required; Python, SQL, or R is strongly preferred).

• Proven capability to synthesize multi-source data into polished, executive-ready deliverables under tight deadlines.

• Strong working knowledge of AI tools and their applications in data workflows, reporting automation, or process enhancement.

• Exceptional attention to detail; you identify errors that others overlook and maintain high-quality standards in your work.

• Excellent written and verbal communication skills; comfortable translating data into narratives for senior executives and clients.

• Demonstrated ability to manage multiple simultaneous projects in a fast-paced, time-sensitive environment.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and career advancement.

• Flexible work arrangements and a supportive work environment.