Business Analyst

Vertex Elite Partners; Portland (OR); Hybrid; USD 35,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Vertex Elite Partners in Portland, OR, is seeking a full-time Business Analyst to drive strategic initiatives through data analysis and collaboration with the investment team. You will gather and analyze data, conduct market research, prepare reports, and provide actionable insights to investment managers.

Proficiency in Excel and Google Sheets, and SQL, will help build analytical tools and processes to enhance investment strategies.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field.
• Strong analytical skills.
• Proficiency in data analysis tools such as Excel and SQL.
• 2–5 years of relevant experience in a financial services role.
• Experience in financial services industry is a plus.

Responsibilities

• Gathering and analyzing data
• Developing and implementing analytical tools
• Conducting market research
• Preparing reports
• Providing insights to investment managers

Skills

Data analysis

Market research

Report writing

Analytical thinking

Communication

Education

Bachelor's degree in Business Administration / Finance / related field

Tools

Excel

Google Sheets

SQL

Job description

Vertex Elite Partners, a Portland, OR-based financial services firm, seeks a full-time Business Analyst to drive strategic initiatives and operational excellence. This role involves supporting business decisions through data analysis and collaboration with the investment team.

As a Business Analyst, you'll gather and analyze data, conduct market research, prepare reports, and provide insights to investment managers. You'll develop and implement analytical tools and processes to enhance our investment strategies.

You'll join a collaborative team in Portland, OR, working with investment professionals, data analysts, and support staff. Our office in the heart of Portland offers a vibrant and professional work environment.

The annual salary for this position ranges from $35,000 to $54,106, with the exact amount dependent on the candidate's experience and qualifications. In addition to the base salary, the position may offer benefits such as health insurance, retirement plans, and possibly paid time off. The job involves a variety of tasks, including data analysis, report generation, and customer support, and requires proficiency in software like Microsoft Excel and Google Sheets. The workplace is typically an office environment, though some flexibility may be available for remote work. Candidates should have a bachelor's degree in a related field, typically business, economics, or a similar discipline, and may need to pass a background check. The position is suitable for individuals with 2-5 years of relevant experience in a similar role.

To excel in this role, you should have a Bachelor's degree in Business Administration, Finance, or a related field. Strong analytical skills and proficiency in data analysis tools like Excel and SQL are essential. Experience in the financial services industry is a plus, along with clear communication of complex information.

• Gathering and analyzing data
• Developing and implementing analytical tools
• Conducting market research
• Preparing reports
• Providing insights to investment managers
• Bachelor's degree in Business Administration, Finance, or a related field
• Strong analytical skills
• Proficiency in data analysis tools such as Excel and SQL
• Experience in financial services industry