Job #: 2310

Title: Analyst


  • New York City, NY
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 1 year ago

    Primary need for analyst will be focused on data base management/building reports to assist in managing information flow and satisfying regulatory and internal audit reporting requirements (daily/weekly/monthly).

    Secondary driver would include ad hoc reporting, projects and proposals

    Excel, data base management – highly important
    Ability to learn new systems and negotiate same with fluency
    Assist with presentation prep for meetings – Power point
    Communication and organization skills are paramount; must have strong verbal and written communications skills
    Project Management
    Preparing policies and procedures a possibility

    Drive, attitude, personality, self-starter as important as a subject matter expert – Manager understands the learning challenges, but quick starter needed nonetheless

    Always new things, not the same day twice, priorities change continually. Candidate needs to be able to bend and flex

    Strong in Excel, Powerpoint, Word
    Excellent verbal and written communication skills
    Enjoys this industry – not a back office environment.
    Maturity is important.

    Would prefer someone with some experience with Wealth Management Industry
    – Prefer brokerage vs. bank retail environment
    – Many clients are ultra-high net worth – maintaining confidentiality is critical

    Must have Skills & Qualifications:
    1. High level capability in data base management, but also Microsoft Suit, prior client – doesn’t need to be direct, can be middle office or front office, but not back office.
    2. Strong in Excel
    3. Ability to function well in stressful situations
    4. Strong written and verbal communications skills

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