Data Analyst

MarshBerry•Woodmere, OH

4d•Hybrid

About The Position

MarshBerry, a subsidiary of Lincoln International, is seeking a Data Analyst to join their growing team. The company fosters a people-first, fast-paced, and collaborative culture with ample opportunities for professional development. MarshBerry's success is attributed to the trust clients place in their professionals, and all colleagues contribute to cultivating these trusted relationships. The company provides an environment for employees to learn, improve, and achieve their career goals, offering competitive benefits, hybrid work schedules, new challenges, and learning experiences. The Data Analyst will be based in the Beachwood, OH office and will serve as a primary data management contact for 30-40 clients. Responsibilities include administering MarshBerry’s proprietary database, assisting with product development, conducting research, entering client data, producing and analyzing reports, and reviewing results with clients. The role involves collaboration with the team on client projects and enhancements to performance benchmarking reports. This position operates on a hybrid schedule, requiring onsite work in the Beachwood, OH office from Monday through Thursday, with the option for remote work on Fridays.

Requirements

Bachelor’s degree in Business Administration, Accounting, Finance, Economics or Mathematics preferred or equivalent combination of education and experience.
Prior relevant experience, including experience collecting and analyzing data, is preferred but not required.
Experience working with financial data is a plus.
Familiarity with data modeling concepts in the financial services and insurance industries is a plus but not required.
High level of computer and software competency; proficient with database administration and infrastructure.
Proficient in Microsoft Office Word, Excel, Access and PowerPoint.
Analytical, proactive problem solving skills; techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
Strong customer service skills.
Confidentiality; maintains confidentiality of proprietary information and that of clients.
Strong communication skills; both written and verbal with demonstrated creativity with regard to Excellent spelling, grammar as well as good phone skills.
Exceptional organizational skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
Ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work under pressure to create accurate results, demonstrating accuracy and thoroughness and monitors works to ensure quality.
Must be able to work in the Beachwood, OH office four days per week with one flex day to work from home.

Responsibilities

Serve as project manager and point of contact for 30-40 assigned clients and be responsible for data collection, formatting and report generation on a quarterly or annual basis.
Extract data and generate reports for special requests and projects.
Establish and maintain positive client relationships.
Assist with market research, surveys, client presentations, and various data analytics projects.
Assist with product development and enhancements to MarshBerry products.
Answer client inquiries regarding Intellectual Capital products and services.
Develop and update procedures on a continual basis.
Provide guidance to Analysts and Consultants on formatting of accounts, calculations of ratios, etc.
Train new team members and interns in Intellectual Capital processes and knowledge.
Complete projects in desired timeframe utilizing prioritization skills to keep multiple projects progressing on target.
Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Special projects and other tasks