Strategic Data Insights Specialist
3 days ago
About King Deux Search & Consulting
We are a specialized executive search firm offering bespoke talent solutions across financial services and commerce. Our mission is to find the right opportunities for our candidates and leave a lasting legacy beyond the hiring process.
Industry Leader in Executive Search
As a leader in executive search, we have established a strong reputation for delivering exceptional results. We pride ourselves on our ability to understand the needs of our clients and provide tailored solutions that meet their unique requirements.
About the Role
We are seeking an experienced Data Analyst to join our client's Family Office. In this role, you will be responsible for supporting various data-driven initiatives, focusing on investment performance analysis, portfolio reporting, and risk management.
Key Responsibilities
- Collect, organize, and analyze financial data from multiple sources, including portfolio management systems, accounting records, and external data providers.
- Develop and maintain dashboards, reports, and visualizations to provide insights on investment performance, asset allocation, and risk metrics.
- Assist in preparing regular and ad-hoc reporting for the family, investment committee, and other stakeholders.
- Conduct market research and industry analysis to identify investment trends, opportunities, and risks.
- Participate in developing and implementing data-driven processes to enhance operational efficiency and investment decision-making.
- Collaborate with the investment, accounting, and compliance teams to ensure data integrity and regulatory compliance.
Requirements
- Bachelor's degree in finance, economics, mathematics, computer science, or a related quantitative discipline.
- 1-2 years of experience as a data analyst or in a similar role within a financial services or family office environment.
- Strong proficiency in data manipulation, analysis, and visualization using tools such as Excel, SQL, Python, and Tableau.
- Excellent analytical and problem-solving skills, with the ability to derive meaningful insights from complex data.
- Familiarity with financial concepts, investment instruments, and portfolio management principles.
- Demonstrated experience in creating clear and compelling data-driven presentations.
- Strong attention to detail, organization, and a proactive, self-motivated work ethic.
- Excellent written and verbal communication skills in English, with the ability to explain complex financial information to non-technical stakeholders.
Competitive Salary
The salary for this position is estimated to be around $80,000 - $110,000 per annum, depending on experience. This figure takes into account the national average salary for a data analyst in the United States and the level of expertise required for the role.
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