Data Analyst Specialist -
Must Have Qualifications: Freddie/Fannie experience, familiar with database design
and reporting databases. Preferred: Snowflake experience. Data analytics -Statistical
modelling -Data warehousing -Data dictionary development -SQL -Databases
(Sybase/Oracle/UDB) -Microsoft Office (Access, Excel, Power Point, Word) - Python -
PowerBI - Financial Forecasting modeling build
Analyze, interpret, and visualize data to support business decisions within financial
forecasting processes.
Coordinate and manage multiple projects simultaneously, ensuring timely delivery of
milestones and deliverables.
Prepare clear, concise management reports and executive presentations for status and
milestone updates.
Liaise with stakeholders across business and technical teams to gather requirements,
manage expectations, and communicate progress.
Track their project progress, identify risks/issues, and propose solutions to keep initiatives
on track.
Support process improvements by analyzing current workflows and recommending data-
driven enhancements.
Ensure documentation of project requirements, changes, and outcomes.
Maintain up-to-date knowledge of financial forecasting operations, products, and data
flows.
Qualifications
Bachelor’s degree in finance, Business, Economics, Data Science, or a related field.
4-8 years of relevant experience as a Data Analyst, Project Coordinator, or similar role in
Financial Services industry.
Strong understanding of capital markets processes and data (e.g., trade lifecycle,
settlements, market data, financial instruments).
Demonstrated ability to handle multiple projects and prioritize tasks efficiently.
Excellent stakeholder management skills; experience collaborating with cross-functional
teams.
Superior verbal and written communication skills, with the ability to present complex
information clearly.
Proficient in preparing management reports and executive-level presentations (PowerPoint,
Excel, etc.).
Analytical mindset with attention to detail and problem-solving skills.
Familiarity with data visualization tools (e.g., Tableau, Power BI) and project management
software (e.g., JIRA, MS Project) is a plus.
