Management data specialist

Position Summary

Cerity Partners is seeking a highly motivated and detail-oriented Data Specialist to join our Portfolio Management Team. As a Data Specialist, you will play a crucial role in implementing enterprise reports and data projects, centered around client investment portfolios. This individual will work closely with cross-functional teams to understand business needs and champion data initiatives. The ideal candidate will have a strong background in information systems and data management, as well as a knowledge of financial products and investments.

Primary Responsibilities

• Data Analysis: Conduct thorough data analysis to identify trends, patterns, and insights that can inform business decisions. Analysis may lean into more investments-oriented topics such as performance measurement and benchmarking, asset allocation, and portfolio optimization.
• Data Cleansing: Assist in cleaning and validating data to ensure its accuracy and reliability for various analytical purposes.
• Report Generation: Generate routine reports and ad-hoc analyses for internal stakeholders to support data-driven decision-making.
• Data Documentation: Assist in maintaining comprehensive documentation related to data sources, transformations, and analyses performed.
• Develop Technical Solutions: Identify opportunities for using databases, programming automations, or AI workflows to drive reporting efficiencies and enhancements.
• Collaboration: Collaborate with Investment Research, Compliance, Wealth Management Operations, Technology, Business Intelligence, and Finance to contribute to data projects
  
  

Required Qualifications

• Bachelor’s degree in computer science, math, economics, accounting, finance, or related field. Master's degree or relevant advanced designation preferred.
• 3-5 years of experience in information systems, business intelligence, data management, consulting or a related role. Experience in the financial services industries is a plus.
• Strong analytical skills and attention to detail. Ability to analyze complex datasets and extract meaningful insights.
• Excellent communication skills and the ability to convey complex technical concepts to non-technical stakeholders.
• Advanced proficiency in Excel is expected. Working knowledge of SQL and data visualization tools like Power BI or Tableau is a plus. Experience with Python or other programming languages is a plus.
  
  

Compensation Range

$75,000-125,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits
  
  

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.