Finance Data Strategy Analyst

Deutsche Bank; Jacksonville (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Employee Referral Incentive Program

Job summary

Deutsche Bank in Jacksonville, FL seeks an Associate to support strategic initiatives through analysis of financial surveys, market trends, and data-driven insights.

The role leverages Morningstar Direct, Excel, and VBA to build automation, perform complex modeling, and contribute to negotiations and pricing strategy.

Qualified applicants will join a global bank committed to inclusive culture and professional growth.

Qualifications

• Bachelor's degree in Finance or related field.
• Two years of experience applying financial product structures and intermediary distribution frameworks to evaluate complex product proposals and support intermediary contract negotiations.
• Conducting advanced market trend analysis by integrating large datasets and leveraging data visualization techniques.
• Leveraging Morningstar Direct and its Excel plug-in to extract, transform, and analyze performance data for reports.

Responsibilities

• Analyze financial industry surveys and market trends to inform business decisions.
• Support intermediary contract negotiations with data-backed insights.
• Develop and optimize Excel-based automation solutions using VBA and macro-enabled models.
• Model and forecast financial impacts of fund lifecycle events such as mergers, liquidations, conversions, and launches.
• Generate customized, data-driven reports for fund managers using Morningstar Direct and Excel.

Skills

Data analysis

Excel VBA

Data visualization

Market trend analysis

Education

Bachelor's degree in Finance

Tools

Morningstar Direct

Excel plug-in

Job description

Deutsche Bank in Jacksonville, FL seeks an Associate to support strategic initiatives through analysis of financial surveys, market trends, and data-driven insights.

The role leverages Morningstar Direct, Excel, and VBA to build automation, perform complex modeling, and contribute to negotiations and pricing strategy.

Qualified applicants will join a global bank committed to inclusive culture and professional growth.