Data Specialist

Alan Biller • Menlo Park, CA

1d • $55,000 - $65,000 • Remote

About The Position

Alan Biller and Associates is seeking a highly motivated Data Specialist to join our Performance Reporting & Analytics team. As a Data Specialist, you will work internally with our Performance Analysts, as well as externally with custodian banks, investments managers and recordkeepers. Preference given to candidates within the Pacific Time zone.

Requirements

• Degree in Business, Economics, Math, or Finance preferred
• High comfort level with working independently and meeting deadlines
• Strong attention to detail and extremely well-organized
• Proficiency in Microsoft Excel, Word, Adobe Acrobat, and PowerPoint

Nice To Haves

• Familiarity with investment/financial reports, a plus

Responsibilities

• Gather financial data from various sources including Investment Managers, Custodians and Recordkeepers
• Monitor data sources for consistency and completeness
• Ensure data is accurate, organized and saved to the appropriate location
• Develop data extraction procedures
• Assist with fund level proxy voting
• Assist with special projects

Benefits

• We offer a full complement of benefits, including a 401(k), and a “take what you need” time off policy.
• The base salary for this position is $55,000 to $65,000 range, plus bonus.
• In determining the base salary, relevant and number of years’ experience are considered.
• The Firm has a practice of promoting from within and rewards significant contributions to the company.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level