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Strong brand, metro location, mid-level generalist data role attracting many qualified applicants.
Core data skills transferable, but preferred financial services domain experience increases specificity moderately.
Explicit years requirement plus mandated SQL/Tableau/analytics skills raises filter strictness significantly.
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Support and distribute Net New Assets (NNA) reports across multiple projects and stakeholders on daily, weekly, monthly, and quarterly basis.
Collaborate with global teams in Mumbai, US, and Budapest to consolidate and streamline NNA reporting and forecasting.
Analyze data for trends and competitor flows to provide actionable insights and recommendations related to NNA drivers.
Bachelor’s degree in science, engineering, or mathematics; MBA or advanced degree preferred.
Analyst: 2-2.5 years experience in data programming and SQL, preferably in financial services; Associate: minimum 3 years Data & Analytics experience (total 3-5 years), preferably in financial services.
Proficiency in MS Excel, PowerPoint, Outlook; experience or knowledge of SQL and other data analytics tools (Tableau, Python, Dataiku) beneficial.
Work Experience Required: Analyst - 2-2.5 years; Associate - minimum 3 years in Data & Analytics; Notice period: Not explicitly mentioned in the JD.
Candidate with experience working across geographically distributed teams focused on Wealth Management data analytics and reporting.
Strong analytical and problem-solving skills with attention to detail in data validation and reconciliation.
Effective communicator capable of managing reporting delivery and driving data-driven insights for senior management.