Data Analyst - Finance & Investment - Inizio Partners : Job Details

Data Analyst - Finance & Investment

Inizio Partners

Job Location : Jersey City,NJ, USA

Posted on : 2025-01-01T07:05:52Z

Job Description :
About the job Data Analyst - Finance & Investment Role Overview:
  • The person would be working with the Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.
  • The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
  • Should have hands-on experience with SQL, should be able to create business logic.
  • Advance level knowledge of MS Excel.
  • Should be independently able to conduct data analysis on results produced by financial models.
  • The person would be required to create automated upload templates that would be loaded to subledger/ledger.
  • The person will be responsible for testing and implementing the new/updated regulatory requirements.
  • The person should be able to quickly understand the business issues and data challenges and propose solutions.
  • A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude.
  • Experience in Re-insurance preferred.
Key Responsibilities & Skillsets:
  • Common Skillsets:
    • Superior finance, analytical and problem-solving skills.
    • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
    • Excellent communication skill for client interaction
  • Financial Risk Management Skillsets:
    • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
    • Background in Finance, Investment, Actuarial Science or pursuing actuarial exams.
    • Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements
    • Good knowledge of SQL, advanced Excel
    • Professional certification Actuarial exams or CFA and FRM working in Insurance industry.
Candidate Profile:
  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
  • Bachelors/master's degree in finance, Investments, actuarial science
  • 5-7+ years' experience in Life Insurance/Reinsurance
  • Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
  • Effective communication skills to convey technical concepts to non-technical team members.
  • Strong and in-depth understanding of insurance industry
  • Strong and in-depth understanding of investment instruments
  • Superior analytical and problem-solving skills.
  • Outstanding written and verbal communication skills
  • Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
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