Data Analyst

Data Analyst

• Great opportunity in the wealth management sector known for its client-focused approach and innovative investment solutions.

Data Analyst

• Updating and maintaining client databases to ensure accuracy and completeness.
• Maintaining meticulous records of client interactions and transactions.
• Preparing detailed reports to assist in client management and decision-making.
• Conducting data analysis and transformation to provide insights into client needs and preferences.

Data Analyst

• Proficiency with Power BI
• Proficiency in database management and Microsoft Office Suite, especially Excel.
• Bloomberg proficiency, excel /VBA programming - bonus.
• Proficency with SQL
• Experience wih PowerPoint presenting
• Strong analytical skills and attention to detail.

Data Analyst

• Excellent organizational and time management skills.
• Strong communication skills, both written and verbal.
• Ability to work collaboratively in a team environment.
• Eagerness to learn - self-starter.
• Interest in financial markets

Data Analyst

• Immediate interviews on MS Teams

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