Senior Analyst (FinServ)

Numerator; United States; Remote; USD 73,000 - 90,000; Full time

Job summary

Join a dynamic and fast-growing financial services vertical at a forward-thinking company. As a Senior Analyst, you'll play a crucial role in supporting high-performing clients through ad-hoc analyses and driving growth. Your expertise in financial markets and strong analytic skills will be key in delivering data-driven insights. Collaborate with clients to navigate complex data and present compelling stories that address their needs. This role offers an exciting opportunity to grow within a vibrant team, making a significant impact on clients' understanding of consumer behaviors in the equities market.

Qualifications

• Bachelor’s degree with relevant experience, preferably in Finance.
• Proven analytic skills with a focus on financial markets.

Responsibilities

• Guide clients on using the Insights platform and interpreting results.
• Deliver insights using consumer panel and survey data.

Skills

Analytic Skills

Communication Skills

Presentation Skills

Client Relationship Management

Understanding of Financial Markets

Time Management

Education

Bachelor’s Degree in Finance

1-3 years relevant experience

Tools

Business Intelligence Platforms

Consumer Panel Data

Enterprise Software Applications

Job description

The salary range for the role is $73,000 - $90,000/year + Bonus

As a Senior Analyst (FinServ) professional you will be a vital member of a new and fast-growing vertical at Numerator - Financial Services. Your focus will be on supporting a core set of dynamic, high-performing financial services clients via ad-hoc projects/custom analyses and driving new client growth. Numerator’s financial services clients include Buy Side, Sell Side and Federal Reserve Banks (Private Equity clients are excluded).

How You’ll Spend Your Time

• Guide client users on Numerator’s Insights business intelligence platform to navigate the system, interpret results, and design reports to answer their key business questions
• Regularly leverage Numerator’s consumer panel and survey data to deliver analytic insights and data-driven stories that address clients’ core need of tracking the consumer public equities market (from macro use cases down to individual tickers)
• Assist with new business lead-generation efforts around specific Financial Services products and services
• Develop a deep understanding of Numerator data, solutions and services including their key differentiators versus legacy approaches and competing offerings
• Discover and explore interesting facts about consumer behaviors for presentation in industry forums, articles, whitepapers and blog posts
• Assist with legal and compliance requests from clients, including due diligence questionnaires
• Travel, as required, to support the above responsibilities

• Knowledge of and passion for financial markets, specifically Consumer equities in the US and/or Macro
• A high level of curiosity and deep desire to learn and grow
• Skilled at developing relationships with clients to become a trusted and value-added business partner
• Excellent oral and written communication skills
• Strong presentation skills, particularly with customers or prospects present
• Proven analytic skills: conceptualizing, analyzing, deriving insights from data, and designing an execution plan to derive results from insights
• Ability to manage time and workload effectively to deliver results across a variety of simultaneous workstreams
• Understanding of both syndicated and household panel data (Nielsen and/or IRI) is highly valued
• Bachelor’s Degree with 1-3 years relevant experience. Degree in Finance preferred
• Experience in consulting, product, sales support, and/or service delivery function in relevant data / software industry (e.g. Nielsen, Circana, etc.) or experience as a financial analyst (Buy Side or Sell Side is preferred but not required)
• Working knowledge of enterprise software applications and services designed for the retail and consumer goods industries is highly valued (e.g., Nielsen, IRI, NPD, Dunnhumby)

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