Develop and maintain reports and dashboards that can be used by the field to analyze their business. Utilize strengths in Excel to extract, transform and report

Clerical duties may be assigned in accordance with our internal office systems/procedures and includes a combination of answering telephones, data entry, typing

The Data Analyst will apply expertise in business data analysis to understand data and integration requirements and guiding solution design and architecture to

Minimum of 8 years of progressively responsible market research experience, including both qualitative and quantitative methodologies, study design and

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.