Job Description

As an Associate Analyst, you will play a key role in empowering internal stakeholders with timely, accurate, and relevant data from our financial databases. You will be responsible for the day-to-day maintenance of our data infrastructure, fulfilling ad-hoc data requests, and enhancing data literacy across the organization. This position requires a blend of technical database skills, analytical abilities, and strong communication to act as a crucial liaison between technical teams and business users.

Responsibilities

Database maintenance and data quality

• Maintain database integrity: Perform routine monitoring, validation, and maintenance tasks to ensure the accuracy, consistency, and reliability of financial data.
• Troubleshoot and resolve issues: Investigate and resolve data-related issues, discrepancies, and anomalies to ensure data quality.
• Manage data access and security: Administer and maintain database permissions, user access rights, and security protocols in compliance with industry regulations and internal policies.

Data request fulfillment and support

• Respond to requests: Act as a central point of contact for internal data inquiries and requests from departments such as finance, sales, and marketing.
• Gather requirements: Work closely with stakeholders to understand their business needs, identify their reporting requirements, and fulfill requests in a timely manner.
• Provide user support: Guide and assist business users on the proper use of financial systems and data tools, providing problem determination and resolution.
• Create repeatable reports: Generate reports and dashboards using Business Intelligence (BI) visualization tools (e.g., Tableau, Power BI) to transform raw data into actionable insights.

Enablement and process improvement

• Develop training materials: Create and maintain documentation and instructional guides to improve data literacy among business users.
• Promote self-service: Support the development of self-service data tools and resources to empower users to find and analyze data independently.
• Identify improvements: Proactively identify opportunities for process improvements that can enhance data quality and streamline workflows.
• Assist with projects: Participate in data-related projects, including system upgrades, migrations, and the integration of new data sources.

Qualifications

Required:

• Bachelor's degree in a technical field such as Information Systems, Finance, or a related discipline, or equivalent work experience.
• Strong communication and interpersonal skills, with the ability to explain complex technical concepts to non-technical audiences.
• Motivated, organized self-starter with a high level of attention to detail, ability to manage multiple priorities, and tolerance for ambiguity
• Proven problem-solving and analytical skills.
• Ability to work within cross-functional teams such as Finance, Accounting, and Technology to coordinate and drive priorities and objectives
• Continuous improvement mindset

Preferred:

• 2–4+ years of experience in data analytics, database maintenance, or a technical support role within financial services.
• Strong proficiency in SQL for data extraction, manipulation, and analysis.
• Familiarity with data visualization and BI tools like Tableau or Power BI.
• Experience with project management tools such as Rally or Jira.
• Experience with programming languages such as Python.
• Familiarity with financial services data, regulations, and industry concepts.
• Experience in a data governance or data strategy function.
• Desire to pursue further education and a career in Financial Services

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.