Data Analyst – Client Intelligence

Role Overview

The Data Analyst – Client Intelligence will play an integral role in support of the firm’s key strategic client initiatives, ensuring accurate client revenue reporting and delivering analytical business insights.

What You Will Do

The Data Analyst will analyze and cleanse datasets, produce actionable insights, and establish data quality controls to inform client strategy and business decisions.

Why It Might Be a Fit

The ideal candidate will have strong analytical skills, experience working within CRM platforms, and a collaborative mindset to work in fast-paced, agile environments.

Requirements

• Minimum 2 years of professional experience in client data management, trade reconciliations, reporting, or business systems analysis
• Strong understanding of client hierarchies and their application in financial systems
• Demonstrable experience working within CRM platforms such as Salesforce
• Strong analytical skills with the ability to leverage cleaned datasets
• Experience establishing and maintaining data quality controls and process governance frameworks
• Collaborative mindset with ability to work in fast-paced, agile environments
• Ambitious and driven; committed to continuous improvement and innovation
• Passion for data with strong attention to detail
• Strong written and verbal communication skills
• Strong critical thinking and investigative skills
• Hands-on experience with data analysis, cleansing, aggregation, and workflow automation
• Advanced Excel skills including pivot tables, formulas, charting, and data manipulation
• Data modelling experience including logical and physical models
• Bachelor’s degree or higher

Benefits

• Work in a dynamic, collaborative, progressive, and high-performing team
• Ability to make a difference and lasting impact
• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper

Tagged as: Data Analysis