Business Intelligence Research Analyst
Skills
- Strong data research and analytical abilities with an investigative mindset.
- High proficiency in Excel for analysis and reporting.
- Familiarity with Power BI, SQL, or Python preferred for dashboarding and data manipulation.
- Exposure to Bloomberg, Morningstar, Broadridge, or SEC 13F data is a plus.
- Excellent written and verbal communication; ability to tell a clear story from data.
- Detail-oriented with a commitment to data quality and reproducibility.
Responsibilities
- Analyze ETF trading and ownership datasets to identify patterns, relationships, and investor behaviors.
- Integrate multiple data sources (ownership filings, brokerage platform data, third‑party research) to generate commercial insights.
- Collaborate with Sales and Marketing to convert analytical findings into go‑to‑market strategies and client engagement tactics.
- Design, build, and maintain dynamic dashboards and reports to communicate complex data clearly across the firm.
- Ensure data accuracy and consistency across analyses and reporting products.
- Contribute to firmwide research initiatives on investor behavior, market dynamics, and competitive trends.
Education
- Bachelor's degree in Finance, Economics, Business Analytics, or a related field.
- Relevant coursework or certifications in data analysis, statistics, or finance are advantageous.
Benefits
- Competitive pay with discretionary bonus opportunity
- Paid time off
- Medical, dental, and vision insurance
- Basic and supplemental life and disability insurance
- 401(k) plan with matching contribution
- Health care, dependent care, and transportation spending accounts
- Wellness programs including fitness reimbursement and EAP
- Tuition/education assistance
- Hybrid work schedule and peer recognition programs
- Corporate matching gift program
Average salary estimate
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