Data Analyst

MarshBerry; Beachwood (OH); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

Growth opportunities

Competitive benefits

Job summary

MarshBerry, a Lincoln International subsidiary, is seeking a Data Analyst for our Beachwood, OH office. The role focuses on data management for multiple clients, report production, and collaborative analysis to enhance MarshBerry’s Intellectual Capital offerings.

You will enter client data, generate and review reports, and support market research and product development while working in a hybrid schedule with onsite four days a week and remote Fridays.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, Economics or Mathematics preferred.
• Prior data analysis experience is a plus but not required.
• Proficient with data handling and reporting using Microsoft Office tools.

Responsibilities

• Serve as primary data management contact for 30–40 clients and manage client data
• Produce and analyze reports, review results with clients
• Collaborate on client projects and performance benchmarking reports
• Maintain and improve data procedures and processes
• Support product development and market research initiatives
• Assist with client inquiries regarding Intellectual Capital offerings

Skills

Analytical skills

Communication skills

Problem solving

Attention to detail

Confidentiality

Time management

Team collaboration

Education

Bachelor's degree in Business Administration / Accounting / Finance / Economics / Mathematics

Tools

Microsoft Office

Job description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Data Analyst to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

MarshBerry is currently seeking a Data Analyst for our Beachwood, OH office. The Data Analyst serves as a primary data management point of contact for 30-40 clients and will be responsible for administration of MarshBerry’s proprietary database, assisting with product development, and research projects. The Data Analyst enters client data, produces reports, analyzes reports, and reviews results with clients. They will collaborate with the team on client projects and enhancements to performance benchmarking reports.

This individual will work a hybrid schedule out of our Beachwood, OH office, working onsite Monday through Thursday with the option to work remotely on Friday's.

Responsibilities:

• Serve as project manager and point of contact for 30-40 assigned clients and be responsible for data collection, formatting and report generation on a quarterly or annual basis.
• Extract data and generate reports for special requests and projects.
• Establish and maintain positive client relationships.
• Assist with market research, surveys, client presentations, and various data analytics projects.
• Assist with product development and enhancements to MarshBerry products and
• Answer client inquiries regarding Intellectual Capital products and services.
• Develop and update procedures on a continual basis.
• Provide guidance to Analysts and Consultants on formatting of accounts, calculations of ratios, etc.
• Train new team members and interns in Intellectual Capital processes and knowledge.
• Complete projects in desired timeframe utilizing prioritization skills to keep multiple projects progressing on target.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Special projects and other tasks

Selection Criteria

Education & Experience:

• Bachelor’s degree in Business Administration, Accounting, Finance, Economics or Mathematics preferred or equivalent combination of education and experience.
• Prior relevant experience, including experience collecting and analyzing data, is preferred but not required. Experience working with financial data is a plus.
• Familiarity with data modeling concepts in the financial services and insurance industries is a plus but not required.
• High level of computer and software competency; proficient with database administration and infrastructure. Proficient in Microsoft Office Word, Excel, Access and PowerPoint.

Other:

• Analytical, proactive problem solving skills; techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Confidentiality; maintains confidentiality of proprietary information and that of clients.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to Excellent spelling, grammar as well as good phone skills.
• Exceptional organizational skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work under pressure to create accurate results, demonstrating accuracy and thoroughness and monitors works to ensure quality.
• Must be able to work in the Beachwood, OH office four days per week with one flex day to work from home.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places – The Plain Dealer
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.