• 2 - 5 years investment, finance or accounting industry experience
• Data analysis and project management experience
• Strong analytical skills and investment products and the managed accounts industry
• Analytical skills and ability to provide various reports based on qualitative and quantitative information to identify trends
• Good interpersonal skills with the ability to establish credibility and foster excellent working relationships with internal and external partners to work collaboratively
• VBA, R, Python knowledge preferred to develop database of qualitative and quantitative program and client reporting system
• Ability to research and resolve inquiries and issues
• Attention to detail and commitment to deadlines
• Advanced or Power User level knowledge and experience in using the MS Office applications (Excel, PowerPoint, Word)