Portfolio Management Data Specialist
Portfolio Management Data Specialist
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$ 75000 - 125000
1 Vacancy
Job Description
Position Summary:
Cerity Partners is seeking a highly motivated and detail-oriented Data Specialist to join our Portfolio Management Team. As a Data Specialist you will play a crucial role in implementing enterprise reports and data projects centered around client investment portfolios. This individual will work closely with cross-functional teams to understand business needs and champion data initiatives. The ideal candidate will have a strong background in information systems and data management as well as a knowledge of financial products and investments.
Primary Responsibilities
Data Analysis: Conduct thorough data analysis to identify trends patterns and insights that can inform business decisions. Analysis may lean into more investments-oriented topics such as performance measurement and benchmarking asset allocation and portfolio optimization.
Data Cleansing: Assist in cleaning and validating data to ensure its accuracy and reliability for various analytical purposes.
Report Generation: Generate routine reports and ad-hoc analyses for internal stakeholders to support data-driven decision-making.
Data Documentation: Assist in maintaining comprehensive documentation related to data sources transformations and analyses performed.
Develop Technical Solutions: Identify opportunities for using databases programming automations or AI workflows to drive reporting efficiencies and enhancements.
Collaboration: Collaborate with Investment Research Compliance Wealth Management Operations Technology Business Intelligence and Finance to contribute to data projects
Required Qualifications:
Bachelors degree in computer science math economics accounting finance or related field. Masters degree or relevant advanced designation preferred.
3-5 years of experience in information systems business intelligence data management consulting or a related role. Experience in the financial services industries is a plus.
Strong analytical skills and attention to detail. Ability to analyze complex datasets and extract meaningful insights.
Excellent communication skills and the ability to convey complex technical concepts to non-technical stakeholders.
Advanced proficiency in Excel is expected. Working knowledge of SQL and data visualization tools like Power BI or Tableau is a plus. Experience with Python or other programming languages is a plus.
Compensation Range:
$
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
IC
Employment Type
Full-Time
