Overview
Skills
Job Details
Research/Analytics/Investment Analyst/Business Intelligence
Notes:
SQL, Python, BI, Tableau, equity investment process.
This person will be coordinating with multiple team members in equity side.
Experience in Equity is deal breaker for this role.
Location:
San Ramon is also an option for few days if candidate is not fine for SF.
Qualifications:
Hiring manager is targeting candidates with high levels of academic and professional achievement and leadership ability.
Four-year college degree with an excellent academic record
5+ years in Investment Management, Finance, Banking, or related field with applied experience in the following technologies
Tableau
Python
Azure DevOps
SQL
Snowflake
Factset, Bloomberg
Optional others: Dash Enterprise for Plotly, Alteryx, Haver
This position requires experience in both technical areas (Tableau, SQL, Python, etc.) and with investment research process, data, and core technologies to collaborate effectively with Research Analysts.
Expertise in Tableau, SQL, and Snowflake development
5+ years in Investment Management, Finance, Banking, or related field with applied experience in the following technologies
Demonstrated excellence in UI/UX design
Strong communicator, especially capable at translating requirements / explaining details to non-technical people.