Business Analyst

Darien, Connecticut • $110,000-$115,000

About the Company:

Our client is a global investment and advisory firm with over $300 billion in AUM seeing a Business Analyst who will support the Co-Presidents. This role includes calendar management, maintaining organizational charts, assisting with project management, and analyzing and synthesizing data for leadership consumption.

 

Responsibilities:

  • Provide demanding calendar management and work closely with the Chief of Staff to arrange and handle all logistics for internal meetings and events: schedule meetings; draft agendas; develop, compile, and distribute presentation materials
  • Facilitate data gathering across multiple business teams and create synthesized reports and dashboards for Co-Presidents and senior leadership; including revenue and financial reports, business reports, and consolidated sales reports
  • Assisting with special projects; designing and producing complex documents, reports, and presentations; composing and preparing correspondence; maintaining contact lists; making travel arrangements, and completing expense and mileage reports
  • Provide hospitality to all guests and help to create a welcoming environment
  • Maintain share drive with files for ease of use in future in an organized and logical fashion

 

Requirements:

  • Bachelor’s degree required
  • 5+ years of related experience in a financial services environment
  • Strong quantitative and analytical skills
  • Familiarity with Microsoft Business Intelligence suite and Visio experience is preferred

 

 

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