Data Analyst
Connvertex Technologies
1 day ago
On-site
New York City, New Jersey, United States
What This Role Is - and Is Not
• IS: A build role - candidate designs solutions from scratch, not maintains existing ones
• IS: Sales-facing - daily go-to data resource for senior salespeople
• IS: Hands-on technical - SQL, Excel, and CRM integration, not coordination
• NOT: A PM or BA coordinator role - we need a doer, not a meeting facilitator
• NOT: Entry-level - must operate independently from day one
Hard Requirements - Do Not Submit Without These
• Advanced Excel - (VLOOKUP/XLOOKUP, SUMIFS, INDEX/MATCH, PivotTables, data hygiene).
• SQL - candidate must describe a specific query with table logic and joins on the phone screen; 'I use SQL to pull data' is not sufficient
• Financial services background - asset management, private equity, wealth management, or capital markets; pharma, eCommerce, and general consulting backgrounds have not performed well in this search
Preferred Qualifications
• Salesforce - especially Financial Services Cloud; hands-on admin or integration experience, not just end-user (required)
• Tableau - able to build and maintain dashboards independently (but not required)
• Python or scripting experience - signals a builder, not just an analyst (but not required)
• Experience integrating third-party data vendors into a CRM or data warehouse
Disqualifiers - Do Not Submit These Profiles
• Excel limited to basic reporting or template maintenance
• Vague SQL answers - cannot give a concrete, specific technical example (SQL is not required but if they have experience, I would expect the ability to communicate good examples of use cases)
• PM or BA coordinators whose primary value is stakeholder management, not hands-on data work
• No financial services experience
• Resume is more than 2 pages or consists of dense walls of text with no clear structure - poor written communication is disqualifying for a role that requires clear daily communication with salespeople
• Significant typos or grammatical errors on the resume - attention to detail is non-negotiable for a data role
• IS: A build role - candidate designs solutions from scratch, not maintains existing ones
• IS: Sales-facing - daily go-to data resource for senior salespeople
• IS: Hands-on technical - SQL, Excel, and CRM integration, not coordination
• NOT: A PM or BA coordinator role - we need a doer, not a meeting facilitator
• NOT: Entry-level - must operate independently from day one
Hard Requirements - Do Not Submit Without These
• Advanced Excel - (VLOOKUP/XLOOKUP, SUMIFS, INDEX/MATCH, PivotTables, data hygiene).
• SQL - candidate must describe a specific query with table logic and joins on the phone screen; 'I use SQL to pull data' is not sufficient
• Financial services background - asset management, private equity, wealth management, or capital markets; pharma, eCommerce, and general consulting backgrounds have not performed well in this search
Preferred Qualifications
• Salesforce - especially Financial Services Cloud; hands-on admin or integration experience, not just end-user (required)
• Tableau - able to build and maintain dashboards independently (but not required)
• Python or scripting experience - signals a builder, not just an analyst (but not required)
• Experience integrating third-party data vendors into a CRM or data warehouse
Disqualifiers - Do Not Submit These Profiles
• Excel limited to basic reporting or template maintenance
• Vague SQL answers - cannot give a concrete, specific technical example (SQL is not required but if they have experience, I would expect the ability to communicate good examples of use cases)
• PM or BA coordinators whose primary value is stakeholder management, not hands-on data work
• No financial services experience
• Resume is more than 2 pages or consists of dense walls of text with no clear structure - poor written communication is disqualifying for a role that requires clear daily communication with salespeople
• Significant typos or grammatical errors on the resume - attention to detail is non-negotiable for a data role
CANDIDATES MUST STILL HAVE EXCELLENT COMMUNICATION SKILLS AND CRM IS A HARD REQUIREMNT. CANDIDATES MUST HAVE CAPITAL MARKETS – CRM – HEAVY EXCEL/VLOOKUP AND NO ACCENT/EXCELLENT COMMUNICATION SKILLS AND RECENT LOCAL PROJECTS. – CRM IS A MUST HAVE.
Requirement Notes (Candidate Job description below) : We are seeking a Data Analyst with strong financial services experience and exceptional Excel, data analysis, and process improvement skills to support a business-facing data and CRM environment. The ideal candidate will come from a buy-side organization such as a hedge fund, asset manager, or investment management firm and will be comfortable working directly with end-users to understand their needs, resolve data issues, and develop practical solutions. This is a highly collaborative role for someone who can bridge the gap between business users, data, CRM, and technology. The successful candidate should be a creative problem solver who can work through complex data structures, integrate information from multiple sources, improve processes, and translate business requirements into effective data solutions. ***** THIS IS A HEAVY EXCEL POSITIONS WITH EXTENSIVE VLOOKUPS EXPERIENCE AND WITH THE ABILITY TO INTEGRATE MULTIPLE DATA SOURCES INTO CRM.
**** RECENT EXPERIENCE IN CAPITAL MARKETS/HEDGE FUNDS/ASSET MANAGEMENT COMPANY ON THE BUY SIDE. CANDIDATES MUST HAVE EXCELLENT COMMUNICATION SKILLS.
Requirement Notes (Candidate Job description below) : We are seeking a Data Analyst with strong financial services experience and exceptional Excel, data analysis, and process improvement skills to support a business-facing data and CRM environment. The ideal candidate will come from a buy-side organization such as a hedge fund, asset manager, or investment management firm and will be comfortable working directly with end-users to understand their needs, resolve data issues, and develop practical solutions. This is a highly collaborative role for someone who can bridge the gap between business users, data, CRM, and technology. The successful candidate should be a creative problem solver who can work through complex data structures, integrate information from multiple sources, improve processes, and translate business requirements into effective data solutions. ***** THIS IS A HEAVY EXCEL POSITIONS WITH EXTENSIVE VLOOKUPS EXPERIENCE AND WITH THE ABILITY TO INTEGRATE MULTIPLE DATA SOURCES INTO CRM.
**** RECENT EXPERIENCE IN CAPITAL MARKETS/HEDGE FUNDS/ASSET MANAGEMENT COMPANY ON THE BUY SIDE. CANDIDATES MUST HAVE EXCELLENT COMMUNICATION SKILLS.
NOTES:
Heavy interaction with end-users to provide additional client data.
• Identify client needs
• Integrate multiple data sources into CRM - be able to work through different data structures
• Add new fields, Flows, Apex, enhance reporting
• Excel is heavily used to add and pull data
• SQL queries and Data Analysis
Heavy interaction with end-users to provide additional client data.
• Identify client needs
• Integrate multiple data sources into CRM - be able to work through different data structures
• Add new fields, Flows, Apex, enhance reporting
• Excel is heavily used to add and pull data
• SQL queries and Data Analysis
Bottom line: we need a normal person that can work with the business and creatively solve their problems.
She will ask them to do Vlookups and pull down a data set in excel on the interview.
They can use Google during the interview
She will ask them to do Vlookups and pull down a data set in excel on the interview.
They can use Google during the interview
*** Experience required on a resume and for submittal:
1. How many years working with: Data Analyst
2. How many years working with: CAPITAL MARKETS/HEDGE FUNDS/ASSET MANAGEMENT COMPANY ON THE BUY SIDE.
3. How many years working with: Excel/VLOOKUP's
4. How many years working with: CRM
5. How many years working with:
1. How many years working with: Data Analyst
2. How many years working with: CAPITAL MARKETS/HEDGE FUNDS/ASSET MANAGEMENT COMPANY ON THE BUY SIDE.
3. How many years working with: Excel/VLOOKUP's
4. How many years working with: CRM
5. How many years working with:
Data Analyst – Finance / Asset Management / CRM
Position Overview
We are seeking a Data Analyst with strong financial services experience and exceptional Excel, data analysis, and process improvement skills to support a business-facing data and CRM environment. The ideal candidate will come from a buy-side organization such as a hedge fund, asset manager, or investment management firm and will be comfortable working directly with end-users to understand their needs, resolve data issues, and develop practical solutions.
This is a highly collaborative role for someone who can bridge the gap between business users, data, CRM, and technology. The successful candidate should be a creative problem solver who can work through complex data structures, integrate information from multiple sources, improve processes, and translate business requirements into effective data solutions.
Key Responsibilities
• Work closely with business users and end-users to understand client data requirements, challenges, and opportunities for improvement.
• Identify client and business needs and develop practical, creative solutions to address data-related problems.
• Perform extensive data analysis using Microsoft Excel, including manipulating, reconciling, validating, transforming, and reporting on large datasets.
• Use Excel heavily to add, update, extract, reconcile, and analyze data across multiple sources.
• Integrate data from multiple systems and sources into the organization's CRM platform, working with different data structures and formats.
• Analyze existing data processes and identify opportunities for data process improvement, automation, standardization, and increased efficiency.
• Work with CRM functionality to add and maintain fields, improve workflows/Flows, enhance reporting, and support business requirements.
• Partner with CRM/technical teams on Salesforce-related enhancements, including fields, Flows, Apex, and reporting.
• Write and execute SQL queries to retrieve, validate, investigate, and analyze data.
• Investigate data discrepancies, identify root causes, and work with business and technology teams to resolve issues.
• Gather requirements directly from end-users and translate business needs into clear data and reporting solutions.
• Support the development and enhancement of management and client reporting.
• Perform data quality checks, reconciliation, and validation across multiple data sources.
• Document data processes, requirements, workflows, and business rules.
• Communicate effectively with both technical and non-technical stakeholders.
Position Overview
We are seeking a Data Analyst with strong financial services experience and exceptional Excel, data analysis, and process improvement skills to support a business-facing data and CRM environment. The ideal candidate will come from a buy-side organization such as a hedge fund, asset manager, or investment management firm and will be comfortable working directly with end-users to understand their needs, resolve data issues, and develop practical solutions.
This is a highly collaborative role for someone who can bridge the gap between business users, data, CRM, and technology. The successful candidate should be a creative problem solver who can work through complex data structures, integrate information from multiple sources, improve processes, and translate business requirements into effective data solutions.
Key Responsibilities
• Work closely with business users and end-users to understand client data requirements, challenges, and opportunities for improvement.
• Identify client and business needs and develop practical, creative solutions to address data-related problems.
• Perform extensive data analysis using Microsoft Excel, including manipulating, reconciling, validating, transforming, and reporting on large datasets.
• Use Excel heavily to add, update, extract, reconcile, and analyze data across multiple sources.
• Integrate data from multiple systems and sources into the organization's CRM platform, working with different data structures and formats.
• Analyze existing data processes and identify opportunities for data process improvement, automation, standardization, and increased efficiency.
• Work with CRM functionality to add and maintain fields, improve workflows/Flows, enhance reporting, and support business requirements.
• Partner with CRM/technical teams on Salesforce-related enhancements, including fields, Flows, Apex, and reporting.
• Write and execute SQL queries to retrieve, validate, investigate, and analyze data.
• Investigate data discrepancies, identify root causes, and work with business and technology teams to resolve issues.
• Gather requirements directly from end-users and translate business needs into clear data and reporting solutions.
• Support the development and enhancement of management and client reporting.
• Perform data quality checks, reconciliation, and validation across multiple data sources.
• Document data processes, requirements, workflows, and business rules.
• Communicate effectively with both technical and non-technical stakeholders.
Required Qualifications
• Strong professional experience as a Data Analyst, Business Data Analyst, CRM Data Analyst, or similar role.
• Exceptional Microsoft Excel skills are required.
• Prior experience working in financial services is mandatory.
• Strong preference for candidates with buy-side experience, particularly within:
o Hedge Funds
o Asset Management
o Investment Management
o Portfolio Management
• Strong experience with data analysis and data process improvement.
• Hands-on experience working with CRM platforms, preferably Salesforce.
• Experience working with multiple data sources and navigating different data structures.
• Experience adding or modifying CRM fields, Flows, reporting, and related functionality.
• Understanding of Salesforce Apex is highly desirable.
• Strong SQL querying and data analysis skills.
• Excellent problem-solving and analytical abilities.
• Strong communication skills and the ability to interact directly with business users and senior stakeholders.
• Strong professional experience as a Data Analyst, Business Data Analyst, CRM Data Analyst, or similar role.
• Exceptional Microsoft Excel skills are required.
• Prior experience working in financial services is mandatory.
• Strong preference for candidates with buy-side experience, particularly within:
o Hedge Funds
o Asset Management
o Investment Management
o Portfolio Management
• Strong experience with data analysis and data process improvement.
• Hands-on experience working with CRM platforms, preferably Salesforce.
• Experience working with multiple data sources and navigating different data structures.
• Experience adding or modifying CRM fields, Flows, reporting, and related functionality.
• Understanding of Salesforce Apex is highly desirable.
• Strong SQL querying and data analysis skills.
• Excellent problem-solving and analytical abilities.
• Strong communication skills and the ability to interact directly with business users and senior stakeholders.
Preferred Skills
• Advanced Microsoft Excel
• SQL
• Salesforce CRM
• Salesforce Flows
• Salesforce Apex
• CRM data integration
• Data quality and reconciliation
• Data process improvement
• Reporting and analytics
• Financial data
• Asset Management / Hedge Fund data
• Requirements gathering
• Business process analysis
• Data mapping
• End-user support
• Cross-functional collaboration
• Advanced Microsoft Excel
• SQL
• Salesforce CRM
• Salesforce Flows
• Salesforce Apex
• CRM data integration
• Data quality and reconciliation
• Data process improvement
• Reporting and analytics
• Financial data
• Asset Management / Hedge Fund data
• Requirements gathering
• Business process analysis
• Data mapping
• End-user support
• Cross-functional collaboration