Data Analyst

• Build, maintain and improve recurring and ad-hoc reporting supporting:
• Trade lifecycle, transaction status and reconciliation
• Generating insights from sales, flows, activities and opportunities
• Fundraising and management reporting
• Advisor, firm and industry targeting/intelligence
• Product and platform readiness
• Write SQL and Python for data extraction, transformation, reconciliation, validation and automation.
• Develop and support ETL workflows, pipelines and scheduled processes.
• Create clear, Client dashboards and visualizations using Tableau, Power BI or similar tools.
• Automate manual reporting, data preparation, validation, notifications and exception-management processes.
• Monitor production workflows, investigate data issues and implement durable fixes.
• Improve the accuracy, timeliness and consistency of data products and business reporting.
• Gather and document requirements; support testing, releases and user adoption.
• Maintain process documentation, business rules, data definitions and operating procedures.
• Partner with Sales, Operations and enterprise data teams to deliver prioritized initiatives.
• Experience with agentic-AI development, best practices, context optimization and quality assurance techniques.

• Must have skills: Data Analyst
• Python
• SQL
• Snowflake
• Bachelor’s degree in analytics, computer science, information systems, engineering, finance, economics or a related field, or equivalent experience.
• Two or more years of relevant experience in data analytics, business intelligence, data operations or reporting.
• Strong SQL and Python skills.
• Experience with ETL, data transformation, data validation and relational or cloud-based data environments.
• Experience creating dashboards in Tableau, Power BI or a comparable visualization platform.
• Strong analytical and troubleshooting skills with close attention to data quality.
• Ability to explain technical findings clearly to business stakeholders.
• Demonstrated ownership, curiosity and ability to manage multiple priorities.
• Experience with Client, Databricks, Git, APIs or workflow-orchestration tools.
• Exposure to financial services, asset management or alternative investments.
• Familiarity with sales, CRM, transaction, flow, advisor or product data.
• Experience improving Excel or other manual reporting processes through scalable automation.
• Familiarity with approved AI-assisted development tools.

Pay Range: $40 - $45/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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