Tax & Cost Basis Data Analyst - Hybrid & SQL-Driven

Peak6 Investments LLC; New York (NY); Hybrid; USD 66,000 - 83,000; Full time

Benefits offered by this job

Healthcare benefits

PTO

401k match

Parental leave

HSA match

Calm app subscription

Tuition reimbursement

Hybrid work

Job summary

Apex Fintech Solutions is seeking a Data Analyst within the Tax & Cost Basis team to analyze data processes, improve workflows, and deliver data-driven insights. You will document procedures, ensure data quality, and support automation efforts.

The role requires 1–3 years of data analysis experience, strong SQL skills, and familiarity with APIs and Claude AI. Collaboration with Product, Operations, and Development is essential.

Qualifications

• 1–3 years of data analysis experience.
• Strong SQL skills and data manipulation.

Responsibilities

• Analyze data processes and improve workflows.
• Document procedures and ensure data quality.
• Develop and maintain reporting to drive business decisions.
• Collaborate with cross-functional teams to address data needs.

Skills

Advanced SQL

Analytical thinking

Detail-oriented

Communication skills

Adaptability

Tools

Claude AI

APIs

Job description

Apex Fintech Solutions is seeking a Data Analyst within the Tax & Cost Basis team to analyze data processes, improve workflows, and deliver data-driven insights. You will document procedures, ensure data quality, and support automation efforts.

The role requires 1–3 years of data analysis experience, strong SQL skills, and familiarity with APIs and Claude AI. Collaboration with Product, Operations, and Development is essential.