Inizio Partners

Data Analyst - Finance & Investment

Inizio Partners  •  Jersey City, NJ (Onsite)  •  2 months ago
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Job Description

  • The person would be working with the Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.
  • The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
  • Should have hands-on experience with SQL, should be able to create business logic.
  • Advance level knowledge of MS Excel.
  • Should be independently able to conduct data analysis on results produced by financial models.
  • The person would be required to create automated upload templates that would be loaded to subledger/ledger.
  • The person will be responsible for testing and implementing the new/updated regulatory requirements.
  • The person should be able to quickly understand the business issues and data challenges and propose solutions.
  • A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude.
  • Experience in Re-insurance preferred.

Key Responsibilities & Skillsets:

  • Common Skillsets:
    • Superior finance, analytical and problem-solving skills.
    • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
    • Excellent communication skill for client interaction
  • Financial Risk Management Skillsets:
    • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
    • Background in Finance, Investment, Actuarial Science or pursuing actuarial exams.
    • Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements
    • Good knowledge of SQL, advanced Excel
    • Professional certification Actuarial exams or CFA and FRM working in Insurance industry.

Candidate Profile:

  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
  • Bachelors/master's degree in finance, Investments, actuarial science
  • 5-7+ years' experience in Life Insurance/Reinsurance
  • Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
  • Effective communication skills to convey technical concepts to non-technical team members.
  • Strong and in-depth understanding of insurance industry
  • Strong and in-depth understanding of investment instruments
  • Superior analytical and problem-solving skills.
  • Outstanding written and verbal communication skills
  • Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
Inizio Partners

About Inizio Partners

Inizio Partners is a full-service recruitment agency specializing in executive search, permanent placements, and contingency staffing. We are proud to partner with some of the most innovative and influential companies in the world helping them in identifying premier talent across business and technology.

Our founding team members are industry veterans with over 25 years of business and technology experience leading global companies, and they possess expertise in identifying top talent.

Our recruitment process is highly personalized and tailored to each customer's unique needs. We take the time to thoroughly understand our customer's business, products, market position, corporate culture, employee benefits, and candidate expectations, to ensure that we are delivering top-quality candidates that are an ideal fit for their organization.

Our services:

1) Executive Search

2) Business & IT Fulltime Placements

3) Contingency Staffing

4) Retained Search

Our differentiators:

- 40%+ faster turnaround time compared to market

- 30%+ cost-effective compared to big firms

- 90%+ profile acceptance

- Ability to serve across industries and technology

- Personalized / Tailored approach

- Easily accessible to our customers

Industries we serve:

- Software

- IT & Business Consulting Services

- Insurance

- Pharma & Medical Devices

- Financial Services

- PE & VC Backed Businesses

- Utility

- Manufacturing

- Defense

- Retail

Our Expertise:

C-Suite, Senior Leadership (Business & IT), Oracle ERP, SAP S/4 HANA, Salesforce, CPQ, Cyber Security, Data Science, Data Privacy, Project Management, Business Analysis, Six Sigma, ServiceNow, MuleSoft, Solution Architect, Enterprise Architect, M&A, Analytics, HRIS, Workday, PMO, Business Process Analysis, Infrastructure, AWS, Azure, Google Cloud etc.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Warren, NJ
Year Founded
2022
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