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Job summary
A leading recruitment and talent solutions firm in New York is seeking an Investor Intelligence Specialist. This role involves analyzing investor behavior and market trends to generate actionable insights for investment and client engagement. The ideal candidate should possess strong analytical and communication skills, hold a Bachelor’s degree in a related field, and have experience in investor research. This position offers a full-time opportunity with a competitive salary range of $140,000 to $185,000 annually.
Qualifications
Bachelor’s degree in Finance, Economics, Statistics, Data Analytics, Business or related field.
Strong analytical skills to translate complex data into actionable insights.
Experience in investor research, market intelligence, or financial analysis.
Responsibilities
Collect, analyze, and interpret investor data, including portfolio activity.
Generate actionable insights for investor strategy and relationship management.
Prepare intelligence reports and presentations for teams and leadership.
Skills
Analytical skills
Communication skills
Data visualization
Market intelligence
Investor research
Education
Bachelor’s degree in Finance, Economics, or related field
Tools
Excel
PowerPoint
SQL
Python
Tableau
Job description
A leading recruitment and talent solutions firm in New York is seeking an Investor Intelligence Specialist. This role involves analyzing investor behavior and market trends to generate actionable insights for investment and client engagement. The ideal candidate should possess strong analytical and communication skills, hold a Bachelor’s degree in a related field, and have experience in investor research. This position offers a full-time opportunity with a competitive salary range of $140,000 to $185,000 annually.