Data Analyst (Capital Markets / Investments)
A data-driven opportunity in the insurance sector focused on investment analytics, private markets, and performance reporting. This hybrid role involves building SQL databases, enhancing Power BI dashboards, and delivering insights across asset classes like real estate and infrastructure in a collaborative, high-impact environment.
What is in it for you:
• Hourly salary of $35-43, based on experience.
• 6-month contract with the potential for permanent employment.
• Full-time position: 37.50 hours per week.
• Remote on Monday and Friday.
• On-site Tuesday to Thursday.
Responsibilities:
• Develop and enhance Power BI report templates to generate actionable insights for stakeholders.
• Design and maintain centralized SQL databases for private markets data and automate reporting processes.
• Produce, update, and validate recurring reports related to investment performance and analytics.
• Support testing activities within performance measurement systems and document results.
• Verify daily performance data and contribute to compliance-related processes.
• Collaborate with cross-functional teams to ensure data accuracy, reporting consistency, and timely delivery.
• Manage multiple assignments simultaneously while maintaining strong attention to detail and deadlines.
What you will need to succeed:
• University degree in Finance, Mathematics, or a related field.
• CFA candidate or charter holder is considered an asset.
• 2 to 4 years of experience in data analysis within the financial or insurance industry.
• Strong proficiency in SQL, Power BI, and Excel, including advanced modeling capabilities.
• Experience with Python for data processing and analytics.
• Knowledge of private market asset classes, including real estate, infrastructure, private equity, and fixed income.
• Understanding of performance measurement and attribution methodologies.
• Ability to manage multiple projects and coordinate across internal and external stakeholders.
• Strong communication, collaboration, planning, and problem-solving skills.
• Experience with tools such as Microsoft Copilot Studio or Sylvan platform is an asset.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
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