DataAnalystwith Investment Banking Experience

New York, NY, US • Posted 2 days ago • Updated 14 minutes ago
Contract W2
On-site
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Job Details

Skills

  • InfiniBand
  • Analytical Skill
  • Dashboard
  • Data Extraction
  • Data Quality
  • Data Analysis
  • Business Intelligence
  • Microsoft Power BI
  • IBM Cognos Analytics
  • Data Migration
  • SQL
  • Data Validation
  • Process Improvement
  • Communication
  • Stakeholder Management
  • Attention To Detail
  • Conflict Resolution
  • Problem Solving
  • FOCUS
  • Investment Banking
  • Financial Services
  • Data Governance
  • Migration
  • Reporting
  • Analytics
  • Management Consulting
  • Enterprise Information Management
  • Microsoft Outlook
  • Customer Focus
  • Innovation
  • Accountability

Summary

Job Title: Data Analyst with Investment Banking Experience
Job Location: New York City (Need Onsite day 1, Hybrid 3 days from office)
Job Duration: Long Term
Job Description:
We are looking for a Data Analyst to join our Investment Banking (IB) Reporting team, supporting key initiatives focused on data migration, reconciliation, reporting, and process improvement. The ideal candidate will have strong analytical skills, hands-on experience with reporting tools, and the ability to work proactively in a fast-paced financial services environment.
The Role
Responsibilities:
  • Support data migration projects from legacy reporting platforms to modern reporting and analytics systems
  • Perform data reconciliation and validation to ensure accuracy, completeness, and consistency of data across systems
  • Analyze complex datasets and provide insights to support business reporting requirements
  • Develop and maintain BI reports, dashboards, and analytics solutions using tools such as Power BI, Cognos, or similar platforms
  • Write and optimize SQL queries for data extraction, validation, and reporting needs
  • Partner with stakeholders to understand reporting requirements and deliver effective data solutions
  • Identify opportunities for automation, process improvements, and operational efficiencies
  • Ensure high standards of data quality and support issue investigation and resolution
  • Communicate findings, risks, and progress clearly to business and technology teams
Requirements:
  • Strong data analysis and data interpretation skills
  • Experience in BI reporting and analytics, with hands-on knowledge of Power BI, Cognos, or similar tools
  • Proven experience in data migration and reconciliation projects
  • Strong knowledge of SQL and data validation techniques
  • Exposure to automation initiatives and process improvement programs
  • Excellent communication and stakeholder management skills
  • Proactive, detail-oriented, and able to work independently as well as collaboratively
  • Strong problem-solving skills with a focus on accuracy and efficiency
  • Relevant experience in Investment Banking or Financial Services
  • Understanding of reporting processes, controls, and data governance in a regulated environment
  • Familiarity with legacy-to-modern platform migration projects within reporting or analytics functions

ABOUT US

Apptad offers strategic consulting, enterprise information management and digital transformation services. With globally connected offices in US and India along with a team of trained and certified IT resources, Apptad ensures quick and effective delivery to its customers.Apptad is relentlessly reinventing the outlook of how companies leverage data.

With an effort to enable our customers the ability to solve biggest problems within their organization.We perceive our clients problems and respond with custom solutions instead of handing over boilerplate responses.

OUR MISSION

Customer Focus: We listen carefully to the needs of our clients so that we know what s important for their business and can design a customized solution for their business.

Innovation: As a firm, we believe in constantly upgrading ourselves and improving our solutions to adapt to the changing landscape of technology.

Accountability and Ethics: We believe in taking our commitments as seriously as our customers and living up to them while building trust for a long term business relationship.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 90696384
  • Position Id: 2026-31807
  • Posted 2 days ago

Company Info

About Apptad Inc

We’re a strategic technology consulting and innovation-led transformation company, delivering enterprise-grade data management and AI/ML services. With a deep understanding of a plethora of industries, we partner with clients to navigate complex challenges and seize opportunities in a rapidly evolving market. Our team of seasoned professionals brings a wealth of expertise, ensuring that our clients are equipped to thrive in today's competitive landscape.

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