Company:
TalentBridge
Location: Charlotte
Closing Date: 19/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Title - Financial Data Analyst
Duration - 12 months
Location - Charlotte, NC
1. Proficiency using SQL & MS Excel for data wrangling
a SQL: Needs to be comfortable using functions such as COUNTS, SUMS, JOINS, Case statements
b Excel: Need to be comfortable using these functions: COUNT, COUNTIF, COUNTIFS, SUM, SUMIF, SUMIFS, VLOOKUP, HLOOKUP, IF, MAX, MIN, AVERAGE. As well as Pivot tables and using Excel to compare data sets and conducting trend analysis
2. Experience managing data processes:
a. Validating and reconciling data – Identifying, researching and resolving exceptions
b. Generating trend analysis and exception analysis (ie understand filtering/logical processes, such as CASE statements)
3. Familiarity with Banking products(e.g. – Bonds and loans)
Responsibilities
• The Quantitative Finance Spot Position team owns and manages the data that feeds the starting point of Balance Sheet Management’s (BSM) Net Interest Income (NII) and Interest Rate Risk (IRR) forecasts, also known as the Current Position process (CP)
• The responsibilities of a Data Analyst in this team include:
o Ensuring the accuracy and timeliness the data that supports the Current Position (CP) monthly and daily processes for BSM.
o Research and remediate issues and questions associated with sourcing and transformation of said data.
o Be a subject matter expert in the logic used to map, translate, aggregate and filter the source data that is compiled to final end point data (Spot Position)
Provide guidance to end users on how data will flow into results and how to query/research balances and trends. Be a resource in guiding change (new products or alterations in logic)
o Drive the delivery of enhancements to data outputs:
Partner closely with end users to understand and document requirements of change
Translate those changes to means that can be used by technology developers to update code base to make the change(s) requested. Partnering with technology developers to ensure requirements are translated appropriately and setting timelines for delivery
Manage internal and end user testing of changes and collecting sign off documentation.
• Partner across user base to ensure all appropriate parties are aware of or have reviewed changes.
Keeping Software Development Life Cycle tracking tickets up to date with requirements, testing evidence and sign offs
o Manage Risk Responsibly:
Monitor/research and improve data quality checks/recons/processes
Manage priority queue to ensure timelines are met
Provide guidance on risk vs reward of
Required Skills:
• Proficiency in database querying tools (example: Toad for Oracle, Toad Data Point, SQL Server)
o Needs to be comfortable using functions such as COUNTS, SUMS, JOINS, Case statements
• Proficiency in Microsoft Office products, specifically Excel:
o Need to be comfortable using these functions: COUNT, COUNTIF, COUNTIFS, SUM, SUMIF, SUMIFS, VLOOKUP, HLOOKUP, IF, MAX, MIN, AVERAGE. As well as Pivot tables and using Excel to compare data sets and conducting trend analysis
• College degree & 4+ years’ experience
• Functional understanding of ETL (Exchange, Transfer, Load) software processes and Software Development Lifecycle processes
• Experience managing data processes:
o Validating and reconciling data – Identifying, researching and resolving exceptions
o Generating trend analysis and exception analysis (ie understand filtering/logical processes, such as CASE statements)
• Track record of delivering improvements to processes
• Experience delivering multiple projects concurrently.
Desired Skills:
• Experience delivering change using Software Development Lifecycle processes
o Familiarity with Agile software delivery methodologies
• Strong written and verbal communication skills
• Collaborative – experience bringing together people/groups to solve complex issues or drive change
• Banking/Capital markets experience or technology project management experience preferrable.
#INDSTRG
Duration - 12 months
Location - Charlotte, NC
1. Proficiency using SQL & MS Excel for data wrangling
a SQL: Needs to be comfortable using functions such as COUNTS, SUMS, JOINS, Case statements
b Excel: Need to be comfortable using these functions: COUNT, COUNTIF, COUNTIFS, SUM, SUMIF, SUMIFS, VLOOKUP, HLOOKUP, IF, MAX, MIN, AVERAGE. As well as Pivot tables and using Excel to compare data sets and conducting trend analysis
2. Experience managing data processes:
a. Validating and reconciling data – Identifying, researching and resolving exceptions
b. Generating trend analysis and exception analysis (ie understand filtering/logical processes, such as CASE statements)
3. Familiarity with Banking products(e.g. – Bonds and loans)
Responsibilities
• The Quantitative Finance Spot Position team owns and manages the data that feeds the starting point of Balance Sheet Management’s (BSM) Net Interest Income (NII) and Interest Rate Risk (IRR) forecasts, also known as the Current Position process (CP)
• The responsibilities of a Data Analyst in this team include:
o Ensuring the accuracy and timeliness the data that supports the Current Position (CP) monthly and daily processes for BSM.
o Research and remediate issues and questions associated with sourcing and transformation of said data.
o Be a subject matter expert in the logic used to map, translate, aggregate and filter the source data that is compiled to final end point data (Spot Position)
Provide guidance to end users on how data will flow into results and how to query/research balances and trends. Be a resource in guiding change (new products or alterations in logic)
o Drive the delivery of enhancements to data outputs:
Partner closely with end users to understand and document requirements of change
Translate those changes to means that can be used by technology developers to update code base to make the change(s) requested. Partnering with technology developers to ensure requirements are translated appropriately and setting timelines for delivery
Manage internal and end user testing of changes and collecting sign off documentation.
• Partner across user base to ensure all appropriate parties are aware of or have reviewed changes.
Keeping Software Development Life Cycle tracking tickets up to date with requirements, testing evidence and sign offs
o Manage Risk Responsibly:
Monitor/research and improve data quality checks/recons/processes
Manage priority queue to ensure timelines are met
Provide guidance on risk vs reward of
Required Skills:
• Proficiency in database querying tools (example: Toad for Oracle, Toad Data Point, SQL Server)
o Needs to be comfortable using functions such as COUNTS, SUMS, JOINS, Case statements
• Proficiency in Microsoft Office products, specifically Excel:
o Need to be comfortable using these functions: COUNT, COUNTIF, COUNTIFS, SUM, SUMIF, SUMIFS, VLOOKUP, HLOOKUP, IF, MAX, MIN, AVERAGE. As well as Pivot tables and using Excel to compare data sets and conducting trend analysis
• College degree & 4+ years’ experience
• Functional understanding of ETL (Exchange, Transfer, Load) software processes and Software Development Lifecycle processes
• Experience managing data processes:
o Validating and reconciling data – Identifying, researching and resolving exceptions
o Generating trend analysis and exception analysis (ie understand filtering/logical processes, such as CASE statements)
• Track record of delivering improvements to processes
• Experience delivering multiple projects concurrently.
Desired Skills:
• Experience delivering change using Software Development Lifecycle processes
o Familiarity with Agile software delivery methodologies
• Strong written and verbal communication skills
• Collaborative – experience bringing together people/groups to solve complex issues or drive change
• Banking/Capital markets experience or technology project management experience preferrable.
#INDSTRG
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