Data Analyst
Company: Park Hudson International LLC
Location: Yonkers
Posted on: June 25, 2022
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Job Description:
Job DescriptionResponsible for a variety of activities including
but not limited to: Enter/process client specific data and
portfolio holdings into firm propriety software Assist with initial
analysis of prospective client statements Create and prepare
customized presentations for specific advisor and client meetings
Print and bind client presentations Develop relationships with
sales investment consultants Perform clerical and support tasks
Maintain defined quality standards and expectations Under limited
supervision, uses intermediate skills obtained through experience
and training to provide a wide variety of administrative and staff
support services to a manager or group of managers within an
assigned functional area. May assist in training others. Follows
established procedures to perform routine tasks and receives
general guidance and direction to perform a variety of non-routine
tasks with limited decision making responsibility. Some judgment is
required to adapt procedures, processes and techniques to apply to
more complex assignments. Resolves most questions and problems, and
refers new or unusual issues to a higher level. Routine contact
with internal and external customers is required to obtain, clarify
or provide facts and information. May communicate information to
internal or external customers to sell or service products.
Essential Duties and Responsibilities: Coordinates and performs a
range of staff and/or operational support activities for a manager
or group of mangers in an assigned functional area. Serves as a
liaison with other functional areas, external customers and vendors
in the resolution of routine administrative and operational
problems. Provides administrative support including answering
telephones, assisting visitors, and resolving and/or referring a
range of administrative problems and inquiries. Composes and edits
correspondence and/or memoranda from dictation, verbal direction or
from knowledge of established policies. May prepare, transcribe,
compose, type, edit, and distribute agendas and minutes of
meetings. Schedules and coordinates meetings, events, interviews,
appointments and/or other similar activities, which may include
coordinating travel and lodging arrangements. Prepares or assists
in preparing scheduled and/or ad hoc statistical and narrative
reports by performing basic information gathering and analysis, as
specifically directed. Establishes, maintains and updates files,
databases, records and/or other documents. Develops and maintains
data and performs routine analyses and calculations involved in
preparing recurring internal reports. Sorts, screens, reviews and
distributes incoming and outgoing mail and prepares timely
responses to a variety of routine written inquiries. Requisitions
supplies, printing, maintenance and other services. Maintains
currency in modern office management methods and techniques.
Operates standard office equipment and uses required software
applications. Performs other duties and responsibilities as
assigned. Skills: 1-3 Years Experience - Intermediate level
concepts, principles and practices of providing administrative
support. Fundamental investment concepts, practices and procedures
used in the securities industry. Basic principles of banking and
finance and securities industry operations. Intermediate level
terminology of financial markets and products. Performing a range
of staff and/or operational support activities for a manager or
group of mangers. nswering telephones and assisting visitors.
Prepare, transcribing, composing, typing, editing correspondence,
agendas and minutes and other documents. Scheduling and coordinates
meetings, events, interviews and appointments. Preparing reports.
Gathering and analyzing basic information. Establishing and
maintaining files, databases, and other records. Performing routine
analyses and calculations involved in preparing reports. Sorting,
screening and distributing mail. Operating standard office
equipment and using required software applications. Maintain
currency in modern office management methods and techniques. Read,
comprehend and apply business related information. Organize, manage
and track multiple detailed tasks and assignments with frequently
changing priorities in a fast-paced work environment. Communicate
effectively, both orally and in writing. Work collaboratively
within a team environment. Provide a high level of customer
service. Establish and maintain effective working relationships.
Education: High School diploma with a minimum of one (1) years of
general administrative support experience required. -or- ny
equivalent combination of experience, education and/or training
approved by Human Resources. Licenses/Certifications: None
required.
Keywords: Park Hudson International LLC, Yonkers , Data Analyst, Professions , Yonkers, New York
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