Financial Analyst – Business Reporting & Analytics

Artisan Partners•Milwaukee, WI

7d•Hybrid

About The Position

Artisan Partners has an immediate opening for a Financial Analyst on the Firm’s Business Reporting & Analytics team. This team partners with Artisan’s executive team to support strategic decision making and communications with stakeholders including analysis of key metrics, resource planning and allocation, and competitive positioning. The Financial Analyst role allows a highly analytical and technology proficient candidate a broad opportunity to learn key drivers of the investment management business while working alongside a team of seasoned business professionals. The Business Reporting & Analytics Financial Analyst will conduct research, work with our data governance team to understand and define key metrics, utilize data visualization tools to identify insights and develop written and verbal communications skills to support a variety of key internal and external stakeholders.

Requirements

The successful candidate will possess strong analytical skills and attention to detail.
Bachelor’s degree in finance or accounting
2 to 3 years of experience in finance
Proficiency with Microsoft Office applications, particularly PowerPoint and Excel pivot tables
Strong interpersonal and presentation skills
Ability to effectively manage complexity and ambiguity
Superb client service orientation, including a positive, collegial attitude with a high degree of professionalism

Nice To Haves

CPA and CFA strongly preferred (or demonstrated interest in pursuing)
Experience in the asset management industry and a solid understanding of investment products, strategies, vehicles and concepts is preferred
Knowledge and passion around tools to support data analytics and communications
Experience with analytical data tools such as Morningstar, FactSet, eVestment, SimFund and Tableau to analyze large sets of data

Responsibilities

Interact with multiple business units at the firm, building relationships with firm leaders
Monitor key metrics, utilizing technology to support effective communication of these metrics
Evaluate requests from executive management to determine the most appropriate data to support the decision at hand
Utilize strong internal and vendor relationships to gather information to support analysis
Analyze internal and external data trends to discover insights while considering multiple perspectives
Gather and analyze data in relation to industry trends and competitive positioning
Determine effective ways to present conclusions to the intended audience, utilizing Tableau, PowerPoint or other relevant tools
Present insights and conclusions to stakeholders in a confident, compelling and easy to understand manner
Prepare board materials, earnings releases and regulatory filings
Review and summarize sell-side reporting and models
Perform analytical data research using tools such as Morningstar, FactSet, eVestment and SimFund