Data Analyst

MarshBerry; Cleveland (OH); Hybrid; USD 50,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits

Learning experiences

Flexible work schedule

Collaborative culture

Job summary

Join a forward-thinking company as a Data Analyst and thrive in a collaborative environment focused on growth and innovation. This role offers the chance to manage client relationships, conduct data analysis, and contribute to product development. With a strong emphasis on professional development, you'll have opportunities to enhance your skills while working alongside a talented team. The company values diversity and inclusion, creating a welcoming atmosphere for all employees. If you're ready to make a meaningful impact in the financial services industry, this position is perfect for you.

Qualifications

• 1-3 years of experience in data collection and analysis, preferably in finance.
• Strong computer skills with proficiency in database administration.

Responsibilities

• Manage client projects, ensuring accurate data collection and report generation.
• Collaborate on market research and product development initiatives.

Skills

Data Analysis

Problem Solving

Communication Skills

Organizational Skills

Confidentiality

Education

Bachelor’s Degree in Business, Accounting, Finance, Economics or Mathematics

Tools

Microsoft Office Suite (Word, Excel, Access, PowerPoint)

Job description

MarshBerry 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, new challenges, and learning experiences.

Position Summary:

MarshBerry is currently seeking a Data Analyst for our Beachwood, OH office. This position will work from the Beachwood, OH office four days per week with one flex day to work from home. The Data Analyst 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.

Responsibilities:

• Serve as project manager for 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 services.
• 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 as assigned.

Selection Criteria

Education & Experience:

• Bachelor’s Degree in Business, Accounting, Finance, Economics or Mathematics preferred or equivalent combination of education and experience.
• At least 1 – 3 years of prior relevant experience including experience collecting and analyzing data. Experience working with financial data is preferred.
• Understanding of data modeling in the financial services and insurance industry preferred.
• 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 work. 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 practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

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, 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:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

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.