Business Intelligence

Location : ,

Job Description

Location is New York City on site, w/ 6days/month work from home
All roles have a potential of f-f interview in NYC (or possibly Jersey City)

Key skills: SQL Server (optimization, performance, data mapping, and cleaning), Transact SQL,  Investment Banking (need strong business understanding and ability to communicate with users), Excel VBA, Power BI (or other visualization tools would be helpful)

SQL Server Data Management and Business Intelligence Consultant


Investment & Corporate Banking - COO Office, Data Management and Business Intelligence Consultant Seeking a Data Management and Business Intelligence Associate to work in the Investment & Corporate Banking COO Office of a growing firm. This position plays a key function in the COO team managing data framework and driving automation efforts working in close partnership with business, reporting team and IT stakeholders.


The Data Management and Business Intelligence Associate will:



  • Serve as the in-house expert for data mining, data processing, reconciliation and analysis
  • Help to drive and implement a strategic data framework and solution working with IT to define, identify, test and implement automated solutions
  • Responsible for understanding the use of data across multiple systems and departments, identify the trends and patterns to improve business operations efficiency
  • Research, recommend and execute tactical approaches for improving management's access to analytics, including self-service methods, in parallel with implementation of any strategic platforms
  • Lead aspects of data management; maintain and ensure the data integrity of client records included in CRM (Salesforce) and Client Data warehouse
  • Maintain and Monitor daily data feed, and verify the accuracy of customer, facility and deal data
  • Demonstrate intellectual curiosity and critical thinking by taking the initiative to explore company data independently and rigorously in order to expose underlying trends, performance drivers, and emerging issues
  • Develop and maintain data controls that ensure accuracy, consistency and detail of management reporting data
  • Assisting with the rollout and implementation of Power BI across COO team.
  • Design and develop business requirements to build financial reports, dashboard ad visualizations in Power BI



  • Proven experience in data entry, data quality assurance, or similar roles, working with large and complex data sets.
  • Exceptional attention to detail and a strong commitment to data accuracy
  • Expertise in the design, creation, management of business application including data warehouse, performance metrics and dashboards
  • Proficiency in data science, data analytics and business intelligence including visualization techniques



Minimum of 5 years of relevant experience with the following:

  • Advanced MS Word / Excel (including nested formulas, macros, pivot tables, look-ups and VBA), SQL and Power BI Relational databases, online analytical processing (OLAP) tools, data mining, database queries, stored procedure writing
  • SQL server integration services (SSIS), analysis services (SSAS), development is a plus
  • Knowledge in Salesforce, Qlik, PowerBI, Dealogic, Capital IQ and SAS
  • Working knowledge of investment and corporate banking and capital market products is a plus
  • Customer service orientation and passion for helping business stakeholders define metrics to assess and drive performance