• Direct
  • Atlanta, GA
  • ID: 40712
  • Salary: $40,000 - $65,000


Data Analyst (Operations) – Cumberland, GA – $40,000 – $65,000

Accountants One has been hired by a successful growing financial investment firm to recruit an Operations Data Analyst to add to their team. The ideal candidate will have experience analyzing data, improving processes for efficiencies and communicating with a team/management on findings.


  • Analyze data integrity to make sure all business requirements are met – client accounts, trades, new accounts, opening & closing, etc.
  • Perform monthly maintenance and calculations of GIPS (Global Investment Performance Statements) performance composite
  • Process data audits between operating systems – APX, Moxy and each custodian
  • Coordinate Corporate Actions
  • Create and maintain department performance metrics
  • Process transactions – ie. open/closed accounts, call processing
  • Cross-train and be a backup for all operational functions when needed
  • Create monthly & quarterly reports for management
  • Maintain operational procedures


  • Bachelor’s degree required – open on type
  • 2 – 5 Years experience in a data-related position preferred
  • Experience with Word, PowerPoint, Outlook and strong Excel skills
  • SQL Server Management Studio (SSMS), SQL Server Reporting Service (SSRS) experience also a plus
  • Adept at solving problems using rigorous logic to understand hidden problems and identify effective solutions without adding complexity
  • Exceptional at proactively communicating (verbal and written)
  • Prioritize work in a fast paced environment
  • Ability to collaborate with others well
  • Ability to focus on data accuracy and system integrity with attention to detail
  • Organized, professional and an excellent time manager



If you have questions or need assistance, please contact Matt Hanson

Tagged as: Accounting/Finance, Hot Jobs

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