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Tier-1 brand, mid-level generalist data role, metro location, and broad skillset increase competition.
Technical skills are transferable, but institutional investment domain knowledge increases industry-specific fit sensitivity.
Explicit 3–4 years requirement plus mandatory SQL, PowerBI and Snowflake/Databricks skills enforce strict filters.
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Maintain, enhance, and scale a comprehensive database of institutional investors and wealth management professionals.
Drive data quality initiatives, lead complex research, and deliver business-critical insights to support strategic objectives.
Utilize AI and automation tools like Snowflake, Power BI, Databricks to improve data operations and operational performance.
3 to 4 years of relevant experience.
Proficiency in SQL and Power BI.
Experience with AI data tools such as Snowflake, Databricks, or GitHub.
Work Experience Required: 3 to 4 years in data analysis or related fields, preferably including financial services or institutional investment data.
Experienced in institutional investment industry data or related research roles, preferably with knowledge of eVestment or similar platforms.
Skilled in leveraging modern data platforms and AI tools for workflow automation and data quality improvement.
Capable of cross-functional collaboration with business teams to translate needs into data-driven solutions and insights.