Data Analyst with Investment Banking

Accord Technologies Inc; New York (NY); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Accord Technologies Inc in New York City seeks a Data Analyst with Investment Banking experience to support IB Reporting, data migration, reconciliation, and process improvement in a fast-paced financial services environment.

The role focuses on building BI reports and dashboards using Power BI or Cognos, writing SQL queries, validating data, and collaborating with stakeholders to deliver accurate, timely insights while driving automation and data governance.

Qualifications

• Strong data analysis and interpretation skills.
• Experience in BI reporting and analytics with hands-on knowledge of Power BI, Cognos, or similar tools.
• Proven experience in data migration and reconciliation projects.
• Strong knowledge of SQL and data validation techniques.
• Exposure to automation initiatives and process improvement programs.
• Excellent communication and stakeholder management skills.
• Proactive, detail-oriented, and able to work independently as well as collaboratively.
• Strong problem-solving skills with a focus on accuracy and efficiency.
• Relevant experience in Investment Banking or Financial Services.
• Understanding of reporting processes, controls, and data governance in a regulated environment.
• Familiarity with legacy-to-modern platform migration projects within reporting or analytics functions.

Responsibilities

• Support data migration projects from legacy reporting platforms to modern reporting and analytics systems.
• Perform data reconciliation and validation to ensure accuracy, completeness, and consistency of data across systems.
• Analyze complex datasets and provide insights to support business reporting requirements.
• Develop and maintain BI reports, dashboards, and analytics solutions using tools such as Power BI, Cognos, or similar platforms.
• Write and optimize SQL queries for data extraction, validation, and reporting needs.
• Partner with stakeholders to understand reporting requirements and deliver effective data solutions.
• Identify opportunities for automation, process improvements, and operational efficiencies.
• Ensure high standards of data quality and support issue investigation and resolution.
• Communicate findings, risks, and progress clearly to business and technology teams.

Skills

Power BI

Cognos

SQL

Data Migration

Data Reconciliation

Data Validation

Stakeholder Management

Data Governance

Reporting

Job description

Data Analyst with Investment Banking Experience

New York City, NY (Need Onsite day 1, Hybrid 3 days from office) - Position type: W2 Contract.

Job Description

We are looking for a Data Analyst to join our Investment Banking (IB) Reporting team, supporting key initiatives focused on data migration, reconciliation, reporting, and process improvement. The ideal candidate will have strong analytical skills, hands‑on experience with reporting tools, and the ability to work proactively in a fast‑paced financial services environment.

The Role

Responsibilities

• Support data migration projects from legacy reporting platforms to modern reporting and analytics systems
• Perform data reconciliation and validation to ensure accuracy, completeness, and consistency of data across systems
• Analyze complex datasets and provide insights to support business reporting requirements
• Develop and maintain BI reports, dashboards, and analytics solutions using tools such as Power BI, Cognos, or similar platforms
• Write and optimize SQL queries for data extraction, validation, and reporting needs
• Partner with stakeholders to understand reporting requirements and deliver effective data solutions
• Identify opportunities for automation, process improvements, and operational efficiencies
• Ensure high standards of data quality and support issue investigation and resolution
• Communicate findings, risks, and progress clearly to business and technology teams

Requirements

• Strong data analysis and data interpretation skills
• Experience in BI reporting and analytics, with hands‑on knowledge of Power BI, Cognos, or similar tools
• Proven experience in data migration and reconciliation projects
• Strong knowledge of SQL and data validation techniques
• Exposure to automation initiatives and process improvement programs
• Excellent communication and stakeholder management skills
• Proactive, detail‑oriented, and able to work independently as well as collaboratively
• Strong problem‑solving skills with a focus on accuracy and efficiency
• Relevant experience in Investment Banking or Financial Services
• Understanding of reporting processes, controls, and data governance in a regulated environment
• Familiarity with legacy‑to‑modern platform migration projects within reporting or analytics functions