Data Research Analyst

The Phoenix Group
CA, United States
Full-time
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Responsibilities :

  • Utilize statistical techniques to analyze data, reconcile inconsistencies, and present findings via tables, charts, reports, and statistical models using Microsoft Excel, Access, and SQL.
  • Identify, dissect, and interpret trends within complex datasets.
  • Develop, execute, maintain, and troubleshoot intricate scripts and reports utilizing SQL, Excel, and other analytical tools.
  • Research publicly accessible information from sources such as company websites, financial statements, SEC, Department of Labor, and other regulatory filings, summarizing findings appropriately.
  • Filter and refine data for accuracy and relevance.
  • Promptly address assigned data files, exercising judgment in resolving issues, including escalation when necessary.
  • Collaborate with attorneys and practice support to manage and prioritize workflow efficiently.
  • Maintain, organize, and update client files accurately.
  • Demonstrate ingenuity and persistence in problem-solving using publicly available resources.
  • Work collaboratively within the team to ensure error-free deliverables.
  • Show initiative and creativity in enhancing analysis techniques and protocols.

Qualifications :

Knowledge, Skills, and Abilities :

  • Proficiency in Excel and Access, including pivot tables, macros, and advanced formulas.
  • Experience in data analysis and related tools (e.g., SQL).
  • Strong analytical, organizational, and data processing skills.
  • Effective problem-solving abilities based on precedent or prior experience.
  • Excellent written and verbal communication skills across all organizational levels.
  • Capacity to work independently and collaboratively in a positive, cooperative manner.
  • Ability to manage multiple tasks, prioritize effectively, and meet deadlines consistently.
  • Keen attention to detail.
  • Ability to provide courteous client service.
  • Typing speed of at least 65 WPM.
  • Willingness to work overtime when required.

Education :

Bachelor’s Degree required.

Experience :

  • A minimum of two (2) years of progressively responsible, directly related experience demonstrating relevant knowledge, skills, and abilities.
  • Preferably experienced in accounting, finance, economics, or statistics.
  • Previous exposure to legal or financial environments is advantageous.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

10 days ago
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