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Role: Data/Business Analyst
Location: Chicago, IL - Hybrid (3 days a week)
Duration: 7+ Months
Overview:
We have an exciting project to work with a key client to offer our alternative investment products on the clients' distributor version of the iCapital platform. We will have a general partner site to set up our products and they will render as a "tile" on the client's portal to allow advisors/clients to subscribe to the products and to access related documentation.
Role and Responsibilities:
This opportunity requires that we have key fields from our client, account, and related party master files to align with the client's master files.
Identifying and resolving differences
Handling missing values
Transforming the data into a usable format
The work will require collaboration and excellent communications skills across a number of partners. The resources must be adept at exploring patterns, identifying trends, and uncovering insights from the data to make recommendations on how to resolve issues and presenting data and recommendations to stakeholders.
Experience Required:
5 to 7 years as a Data/Business Analyst in a Financial Services firm (preference to Asset Management and/or Alternative Investments)
Attention to detail
Expert in productivity tools
Strong communicator with excellent organizational skills
Experience in client on-boarding and/or AML KYC
Experience in re-engineering/establishing work processes and controls to ensure data quality and crafting/documenting required procedures
Qualifications:
Ability to collaborate effectively with partners
Strong analytical skills to explore data patterns and trends
Proficiency in presenting data and insights to stakeholders
We are looking for highly motivated individuals who can contribute to the success of this project with their skills and expertise. If you meet the above requirements and are excited about the opportunity to make a significant impact, we encourage you to apply.
Date Posted: 10 May 2025
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