The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests ... Solid understanding of financial industry terminology and concepts. * Knowledge of financial ...
The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests ... Solid understanding of financial industry terminology and concepts. * Knowledge of financial ...
Data Analyst
Memphis, TN · On-site
The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests ... Solid understanding of financial industry terminology and concepts. * Knowledge of financial ...
Data Analyst
Memphis, TN · On-site
The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests ... Solid understanding of financial industry terminology and concepts. * Knowledge of financial ...
Data Analyst
$60K/yr
LHH Recruitment Solutions is partnering with organizations across healthcare, finance, technology, manufacturing, and professional services seeking experienced Data Analysts who can transform complex ...
Quick apply
Data Analyst
$60K/yr
LHH Recruitment Solutions is partnering with organizations across healthcare, finance, technology, manufacturing, and professional services seeking experienced Data Analysts who can transform complex ...
Data Analyst
Memphis, TN · On-site
The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests ... Solid understanding of financial industry terminology and concepts. * Knowledge of financial ...
Data Analyst
Memphis, TN · On-site
The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests ... Solid understanding of financial industry terminology and concepts. * Knowledge of financial ...
Data Analyst
$60K/yr
LHH Recruitment Solutions is partnering with organizations across healthcare, finance, technology, manufacturing, and professional services seeking experienced Data Analysts who can transform complex ...
Quick apply
Data Analyst
$60K/yr
LHH Recruitment Solutions is partnering with organizations across healthcare, finance, technology, manufacturing, and professional services seeking experienced Data Analysts who can transform complex ...
FP & ANALYTICS ANLST III
Knoxville, TN · On-site
... Analyst, Financial Analytics Full Time, 80 Hours Per Pay Period, Day Shift Covenant Health Overview ... Reviews past and present financial performance and develops models that assist management in ...
FP & ANALYTICS ANLST III
Knoxville, TN · On-site
... Analyst, Financial Analytics Full Time, 80 Hours Per Pay Period, Day Shift Covenant Health Overview ... Reviews past and present financial performance and develops models that assist management in ...
Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the client ...
Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the client ...
Cross-Sell Data Analyst, Dynamics 365
$80K - $110K/yr
Cross-Sell Data Analyst The cross-sell data analyst is responsible for identifying cross-sell ... Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics
Cross-Sell Data Analyst, Dynamics 365
$80K - $110K/yr
Cross-Sell Data Analyst The cross-sell data analyst is responsible for identifying cross-sell ... Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics
Data Analyst
Lebanon, TN · On-site
Data Analyst I Location: Lebanon, TN If you're looking for a career where purpose meets opportunity ... Bachelor's degree in information technology, information systems, finance, business administration ...
Data Analyst
Lebanon, TN · On-site
Data Analyst I Location: Lebanon, TN If you're looking for a career where purpose meets opportunity ... Bachelor's degree in information technology, information systems, finance, business administration ...
Data Analyst
Knoxville, TN · On-site
Data Analyst Location: UT Federal Credit Union Corporate Headquarter (Onsite) At UT Federal Credit ... Experience within financial services, banking, or credit unions. * Knowledge of advanced analytics ...
Data Analyst
Knoxville, TN · On-site
Data Analyst Location: UT Federal Credit Union Corporate Headquarter (Onsite) At UT Federal Credit ... Experience within financial services, banking, or credit unions. * Knowledge of advanced analytics ...
Data Analyst
Franklin, TN · On-site
... * Assist in the deployment and continuous improvement of supply chain analytics tools and ... Proficiency with data analysis tools such as Excel, SQL, Python. * Ability to translate complex ...
Data Analyst
Franklin, TN · On-site
... * Assist in the deployment and continuous improvement of supply chain analytics tools and ... Proficiency with data analysis tools such as Excel, SQL, Python. * Ability to translate complex ...
Data Analyst Location: UT Federal Credit Union Corporate Headquarter (Onsite) At UT Federal Credit ... Experience within financial services, banking, or credit unions. * Knowledge of advanced analytics ...
Data Analyst Location: UT Federal Credit Union Corporate Headquarter (Onsite) At UT Federal Credit ... Experience within financial services, banking, or credit unions. * Knowledge of advanced analytics ...
Data Analyst
Knoxville, TN · On-site
Data AnalystLocation: UT Federal Credit Union Corporate Headquarter (Onsite)At UT Federal Credit ... Experience within financial services, banking, or credit unions.Knowledge of advanced analytics ...
Quick apply
Data Analyst
Knoxville, TN · On-site
Data AnalystLocation: UT Federal Credit Union Corporate Headquarter (Onsite)At UT Federal Credit ... Experience within financial services, banking, or credit unions.Knowledge of advanced analytics ...
Data Analyst
Lebanon, TN · On-site
Data Analyst I Location: Lebanon, TN If you're looking for a career where purpose meets opportunity ... Bachelor's degree in information technology, information systems, finance, business administration ...
Data Analyst
Lebanon, TN · On-site
Data Analyst I Location: Lebanon, TN If you're looking for a career where purpose meets opportunity ... Bachelor's degree in information technology, information systems, finance, business administration ...
Financial Analyst
Nashville, TN · On-site
... financial data into actionable business insights. Key Responsibilities: * Prepare monthly, quarterly, and annual financial reports and variance analyses. * Assist with development of budgets ...
Financial Analyst
Nashville, TN · On-site
... financial data into actionable business insights. Key Responsibilities: * Prepare monthly, quarterly, and annual financial reports and variance analyses. * Assist with development of budgets ...
Commissions Analyst
Knoxville, TN · Remote
$25/hr
Verify and supply financial data for accurate commission payments * Identify discrepancies, payment ... Communicate with Accounting, Contracting, and carriers to resolve commission questions * Assist ...
Commissions Analyst
Knoxville, TN · Remote
$25/hr
Verify and supply financial data for accurate commission payments * Identify discrepancies, payment ... Communicate with Accounting, Contracting, and carriers to resolve commission questions * Assist ...
Financial Analyst
Germantown, TN · On-site
$85K - $100K/yr
Examine operational and financial data to uncover patterns, risks, and opportunities for improved ... * Assist with merger and acquisition activities by contributing research, analysis, and financial ...
Quick apply
Financial Analyst
Germantown, TN · On-site
$85K - $100K/yr
Examine operational and financial data to uncover patterns, risks, and opportunities for improved ... * Assist with merger and acquisition activities by contributing research, analysis, and financial ...
Commissions Analyst
Knoxville, TN · On-site
$25/hr
Verify and supply financial data for accurate commission payments * Identify discrepancies, payment ... Communicate with Accounting, Contracting, and carriers to resolve commission questions * Assist ...
Commissions Analyst
Knoxville, TN · On-site
$25/hr
Verify and supply financial data for accurate commission payments * Identify discrepancies, payment ... Communicate with Accounting, Contracting, and carriers to resolve commission questions * Assist ...
Financial Analysis & Management - Maintain financial data in OnCore, including accounts receivable/payable tracking. - Manage sponsor invoicing and collections in alignment with contract terms ...
Financial Analysis & Management - Maintain financial data in OnCore, including accounts receivable/payable tracking. - Manage sponsor invoicing and collections in alignment with contract terms ...
Enterprise Data Analyst
Nashville, TN · On-site +1
The Enterprise Data Analyst is a firmwide shared-services role within the Firm's Data Science ... Partner with teams across the Firm; including Finance and client-facing groups to gather ...
Enterprise Data Analyst
Nashville, TN · On-site +1
The Enterprise Data Analyst is a firmwide shared-services role within the Firm's Data Science ... Partner with teams across the Firm; including Finance and client-facing groups to gather ...
Assistant Financial Data Analyst information
What are the key skills and qualifications needed to thrive as an assistant financial data analyst, and why are they important?
What are some typical challenges that assistant financial data analysts face in their day-to-day work?
What is the difference between Assistant Financial Data Analyst vs Financial Data Analyst?
| Aspect | Assistant Financial Data Analyst | Financial Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; some certifications preferred | Bachelor's or master's degree; certifications like CFA or CPA advantageous |
| Work Environment | Supportive team, entry-level position, collaborative | More independent, analytical focus, project-driven |
| Employer & Industry Usage | Financial firms, banks, corporate finance departments | Same as assistant role, often with more responsibility |
| Common Search & Comparison Intent | Yes | Yes |
The Assistant Financial Data Analyst typically supports senior analysts with data collection and basic analysis, requiring less experience. The Financial Data Analyst handles more complex data analysis, interpretation, and reporting, often with greater responsibility. Both roles are common in finance and corporate sectors, with the assistant position serving as an entry point for career growth into financial analysis.
What does an assistant financial data analyst do?
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 11 days ago
Stifel rating
8.3
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
The Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well as product management and development teams to further define requirements, analyze pertinent underlying data to ensure proper use and then translate those requirements into queries that will provide the objective data sets. The Data Analyst will also act as a subject matter expert for assigned raw data sets as well as maintain documentation surrounding them.
- Develop an understanding of the Stifel business & data models, and use that knowledge to optimize the relationship between the company and the customer.
- Field inbound requests from business users and product management and refine requirements until a full understanding is reached on the data being requested.
- Build and leverage T-SQL queries to fulfill ad-hoc data requests or support data analysis needs related to firm initiatives and developments.
- Perform due diligence on data produced to ensure quality and accuracy.
- Provide peer review of ad-hoc data requests fulfilled by associate members of the Data Analysts team and provide assistance to fellow members as needed in larger project efforts.
- Proactively identify and recommend process and practice improvement within the team.
- Maintain strong communication with stakeholders, following up as needed to ensure all requests are being actively addressed and/or status is being communicated.
- Triage requests to focus first on more time-sensitive items while maintaining awareness of overall team bandwidth and workload.
- Gain and utilize a strong understanding of company applications and business practices in the context of how they affect the firm's data.
- Perform in-depth analysis and act as subject matter expert for assigned raw data sets.
- Solid understanding of financial industry terminology and concepts.
- Knowledge of financial services, specifically wealth management.
- Solid understanding of basic concepts of Microsoft T-SQL and database design.
- Ability to leverage SQL to create queries which model and/or aggregate large complex datasets.
- Leverage these skills to grow abilities in developing normalized data sets for enterprise wide business intelligence purposes.
- Strong analytical skills focused on using logic and reasoning to identify complex relationships within a data structure as well as to research and discuss recommended uses.
- Minimum Required: Bachelor's degree in Information Technology, Computer Science or Business Administration or equivalent work experience
- Minimum Required: 1-3 years' of investment, financial or technical experience
- Minimum Required: None.
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
- Experience with ticketing systems.
- Experience with office productivity, reporting, and technical documentation software.
- Exposure to systems monitoring tools and logging tools.
- Understands client/server computing architecture, user interfaces and application programing interfaces.
- Understand concepts related to relational databases.
- Ability to create intermediate SQL queries.
- Experience with AWS and Python is preferred.
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
About Stifel Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Saint Louis, MO, US
Year founded
2007