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Business Analyst

SquarePeg

Business Analyst

San Francisco, CA
Full Time
Paid
  • Responsibilities

    SquarePeg is working with a premier financial services firm to find a Business Analyst for their team. We are open to a range of backgrounds, so no specific experience is required, but we are looking for someone analytical who is equally comfortable with numbers, operational tasks, and working with clients. Demonstrated interest in financial services, capital markets, or portfolio management is preferred, but not required. On-the-job training is provided! This role will open up within the next 1-2 months.

    OVERVIEW

    We are looking for a self-driven and proactive Business Analyst to join our team. You should be motivated to learn and achieve, and will be working directly with managers and senior advisors on managing client portfolios.  The Business Analyst will be responsible for delivering ad hoc projects to support leadership, working with the solutions team leads on strategic initiatives which will include the assessment of business strategy, actionable metrics and process improvements. Successfully navigating the client services organization and building strong working relationships with clients and partners is important for this role.

    RESPONSIBILITIES

    • Work on presentations, proposals and various ad-hoc projects
    • Conduct market and portfolio analysis
    • Work closely with management team to drive strategic priorities 
    • Help senior managers activate and maintain key client relationships
    • Promote process improvement and optimized efficiency, help design and develop process improvements
    • Build strong working relationships with a variety of business partners and clients
    •  Assist with operational tasks, and maintain a high level of organization 
    • Conduct market research and perform financial analysis

    QUALIFICATIONS

    • Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent projects
    •  Strong proficiency with PowerPoint, Excel, and Word
    • Highly energetic, self-motivated , agile team player with the ability to work with diverse working styles
    • Excellent written and verbal communication skills with ability to articulate complex concepts in a clear and concise manner
    • Confidence and skill to think strategically, develop solutions, and present recommendations to business leaders or clients
    • Strong skills in problem solving, business processes and attention to detail 
    •  Quick learner; proven ability to quickly learn business processes and adapt to ever changing priorities
    • Superior judgment and discretion working with both confidential and sensitive information
    • Strong people and relationship building skills
    • A strong interest in capital markets, portfolio management, and asset management