Job Description

My client is looking for an experienced analyst to join their team at a mid-sized Asset Management organization in Boston. They have been around since the mid-1990s, and manage over $2 Billion in assets for their clients and investors. If you are looking to join a hard-working team and help people work on their wealth management, this is the job for you!

Required Knowledge, Skills, and Abilities

• Masters degree in Finance or 2 years of experience working in a Financial Institution


• Hands-on experience using SQL to organize data and create tables


• Reporting and Visualization experience using Excel


• Use SQL and Excel to create organized data reports for upper management and investors


• Work collaboratively with the Operations team to gather important financial information


• Use data to show trends, create predictions, and impact the direction of the company by helping make data-driven decisions