Series 7 and 63 Licensed Analyst

A company is looking for an Alternative Investments Business Intelligence Analyst. Key Responsibilities Develop, automate, and maintain data pipelines and reports for stakeholders Analyze data to identify trends and actionable insights for alternative investment distribution Collaborate with teams to design and optimize operational processes through data-driven strategies Required Qualifications Bachelor's degree or equivalent combination of education and experience 3-5 years of relevant experience in alternative investments, finance, and/or data analytics Experience with alternative investment structures Advanced Microsoft Excel skills, including macros and complex formulas Series 7 and 63, 65 or 66 licenses required within 6 months of hire

Mar 24, 2025 - 19:13

A company is looking for an Alternative Investments Business Intelligence Analyst. Key Responsibilities Develop, automate, and maintain data pipelines and reports for stakeholders Analyze data to identify trends and actionable insights for alternative investment distribution Collaborate with teams to design and optimize operational processes through data-driven strategies Required Qualifications Bachelor's degree or equivalent combination of education and experience 3-5 years of relevant experience in alternative investments, finance, and/or data analytics Experience with alternative investment structures Advanced Microsoft Excel skills, including macros and complex formulas Series 7 and 63, 65 or 66 licenses required within 6 months of hire