Data Research Specialist/ Investment Education

The Data Research Specialist / Investment Education will perform the functions outlined

below:

Assist with the development and deployment of extracting data/information from the

offering documents (i.e. legal documents) and marketing materials (e.g. term sheets,

presentations) of each fund that the company onboards

Support staff by sifting through investment fund offerings and marketing documents,

understand what would be of most value and update our Learning Modules

Performs quality assurance checks on content and data and communicates with

management prior to deployment

Support training department, marketing team and clients by creating and maintaining

approved financial data and investment criteria as required

Participate in special projects related either to departmental or organizational needs and

priorities

Other duties as assigned

Requirements

Data Research Specialist / Investment Education

College degree in finance, marketing or related field or equivalent relevant experience

1-3 years professional work experience preferred; Investments experience a plus but not

required

Proficient in the use of Microsoft Applications

Strong aptitude for learning new systems, technologies and software as required

Ability to connect with Learning & Development team to prioritize work and manage

projects simultaneously within deadlines and budgets

Focused attention on detail and data accuracy

Proven track record of effective, multi-tasked project management

Ability to work in a fast-paced, changing environment with ease and control

Data Research Specialist / Investment Education College degree in finance, marketing or related field or equivalent relevant experience 1-3 years professional work experience preferred; Investments experience a plus but not required Proficient in the use of Microsoft Applications Strong aptitude for learning new systems, technologies and software as required Ability to connect with Learning & Development team to prioritize work and manage projects simultaneously within deadlines and budgets Focused attention on detail and data accuracy Proven track record of effective, multi-tasked project management Ability to work in a fast-paced, changing environment with ease and control