Data Analyst

• High quality data extraction, collation, and analysis for a wide range of investment plans and profiles including institutional investors, investment managers and perform client research requests.
• Actively investigating asset management firms not currently included in buy-side database.
• Directly communicating with investment professionals through outreach mechanisms, including calls and emails, to gather information about their investment processes.
• Identifying sources and creating processes for collecting and tracking new information as needed.
• Resolve internal and external client queries within timeliness.
• Ideate/innovate and provide solutions for new collection methods and product/process enhancements.
• Analyzing regulatory filings, prospectuses, industry publications and other sources for information pertaining to asset management firm holdings and investment information.
• Actively investigating asset management firms and investment professionals that are included in S&P’s, buy-side database.
• Communicating directly with investment professionals to obtain details on their investment process over the phone and emails.
• Identifying sources and creating processes for collecting and tracking new information and verify the existing information as needed.
• Analyzing regulatory filings, prospectuses, industry publications, firm websites and other sources for information pertaining to asset management firms and their investments.
• Entering all changes and new information into the databases in the specified format.
• Communicating regularly with team leader/management/team members regarding status of projects and workload.

Lead Data Analyst

Senior Data Analyst

Data Analyst