Data Analyst
Scottsdale, AZ
Job Overview
As a Data Analyst at Redwood Investment Management, you will be the steward of data related to Mutual Fund and ETF sales performance. You will own the entire reporting process, working with large datasets to provide insights that drive strategic decisions. Your work will include analyzing trade data, identifying patterns in buying and selling behaviors, and developing visual dashboards for Redwood.
Key Responsibilities
- Collect, process, and analyze large datasets relating to Mutual Funds and ETFs.
- Develop and implement data collection systems and strategies to optimize efficiency and quality.
- Analyze sales and marketing performance data, identify trends, and provide actionable insights.
- Create and maintain data visualizations, reports, and dashboards for management.
- Monitor data integrity and perform quality checks to ensure accurate reporting.
- Maintain and enhance the reporting ecosystem to better support the team’s evolving needs.
Required Skills and Qualifications
- Bachelor's degree in Statistics, Mathematics, Computer Science, or a related field.
- Proficiency in SQL and database management.
- Strong skills in data visualization tools such as Tableau or PowerBI.
- Advanced Excel skills, including data analysis functions and macros.
- Proactive problem-solving attitude, with the ability to drive process improvements.
- Strong communication and collaboration skills, with a focus on business impact.
Preferred Experience
- Experience in the Finance, Investment, or Wealth Management industries.
- Familiarity with Salesforce, HubSpot, Google Analytics, and similar CRM or analytics platforms.
- Knowledge of statistical analysis and data mining techniques.
- Experience with Mutual Fund/ETF trade analysis is a strong plus.
- Proficiency in programming languages like Python or R for data analysis.
Compensation and Benefits
- Salary: $60,000 – $75,000, depending on experience.
- 401k plan with company match.
- Health insurance coverage.
- Bonus opportunities.
- Complimentary gym membership.
- Firm outings and team-building events.
- Opportunities for growth within the firm.