Data Analyst - Investment products (CONTRACT)

Broadridge • New York, NY

5d

About The Position

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is Growing! We are seeking a Data Analyst to help with translating, synthesizing and analyzing the data it captures. Key to the roll will be cataloguing data from various sources into common data categories. The Data Analyst will aid in the compilation of data insights sourced from the categories and provided by AdvisorTarget to its clients. The Data Analyst will evaluate data sets for trends and insights. Broadridge AdvisorTarget provides data insights to Asset Managers and Wealth Managers to aid them in engaging financial advisors and individual investors. Cornerstone to AdvisorTarget’s solutions is a proprietary ability to identify financial advisors visiting its clients’ websites and industry websites and the content they are exploring. AdvisorTarget turns this information into insights which it packages and provides to its clients.

Requirements

• Minimum of three years of experience in a data analyst capacity in the investment management industry.
• Knowledge of investments including Morningstar asset classes and investment products.
• Broad understanding of the Asset Management and Wealth Management industry.
• Experience with data pipelines and automating data insights.
• Desire to continually educate oneself on the industries we serve, identify trends and translate them into opportunities for our solutions.
• Team player while succeeding in a self-sufficient work environment.
• Ability to communicate technical findings as actionable insights to internal stakeholders and directly to clients.
• Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint.
• Familiar with Google Workspace services.
• Familiar with Google Analytics (GA4) data structures for site analytics.
• Familiar with AI tooling and how to leverage its power.
• Familiar with Email Service Provider systems like SendGrid, mailChimp, etc. for sending Email newsletters.
• Familiar with HTML, CSS coding.

Nice To Haves

• High-energy and self-motivated individual.
• Ability to make sense of large quantities of data for the benefit of our business and our clients.
• Ability to thrive in a fast-moving business, one where direction will be provided yet an ability to work independently will be required.

Responsibilities

• Automating the pipeline of data from various sources into common data categories.
• Aid in the productization of compiled data insights sourced from these categories and deliver them to AdvisorTarget clients.
• Generating client files for delivery.
• Evaluating data sets for trends and insights.
• Collaborate with the team’s AI SME to enhance the power of AdvisorTarget.
• Clean and organize data from various sources to build client files for delivery.
• Write SQL queries to pull specific datasets for stakeholders.

Benefits

• Collaborative, engaging, and inclusive environment.
• Workplace that empowers associates to be authentic and bring their best to work.
• Environment where associates feel safe, understood, and valued.
• Recognition and celebration of everyone’s unique perspective.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed