Financial Data Analyst

Westport, CT 06880
Full-time

Job Closed

Overview

Our client who has found an exciting new way to partner with insurance organizations to create investment opportunities is seeking a new Data Driven, Financial Fund Analyst. This position is open purely due to growth as they will be launching their 3rd fund starting with a $50MM portfolio investment. Top Must Have Skillsets: 1. 2+ Years of Advanced Excel Experience 2. 2+ Years Dashboard Building PowerBI using SQL Server 3. 2+ Years of Quantitative Analysis of Existing Funs to find Alpha 4. GPA of 3.5 or Higher from a Recognized and Accredited University 5. Prior experience working within a Financial Institution Day to Day You will be building relationships with TPA's (Third Party Administrators and managing the TPA's. You will aggregate data from multiple sources and create dashboards/reports to be used to make decisions for individual fun investments. A successful candidate will be a highly focused self-starter who enjoys independent work, with minimal supervision, and being part of a small, entrepreneurial team. Experience with SQL and VBA will be a huge plus/must when it comes to building the Dashboards needed in PowerBI and other tools.

Qualifications

Required
  • Excel (3+ years)
  • Power BI (3+ years)
  • Quantitative Analysis (3+ years)
  • SQL (1+ years)
Preferred
  • What was your undergrad GPA and what college did you earn your degree?

Company

We provide turnkey solutions to Life Insurers and Reinsurers seeking to reduce/alter/exchange life insurance liability profiles on a commercially attractive basis.