Business Analyst
Wolfe Research – Business Analyst
Wolfe Research is seeking a Business Analyst to join its mid-town New York based firm. The role will entail working as an integral member to support and report directly to the Chief Administrative Officer.
This role is well-suited for a self-starter who is energetic, motivated and highly analytical. We are seeking a candidate who will play a pivotal role in the growth and development of the company. You will be given challenging tasks and process ownership that will allow you to showcase technical knowledge, problem-solving skills and creativity in a fast paced environment.
Wolfe Research is a mentoring shop promoting professional growth. We provide motivated candidates the opportunity to explore career paths within the firm and to take on added responsibilities as they are ready for it.
Job Responsibilities:
· Support the Chief Administrative Officer in all aspects of business growth, including reporting and data analysis that evaluate business performance metrics.
· Track and maintain key account metrics, reports, and CRM dashboards to drive insights and business decisions to improve performance and optimize revenue.
· Generate reports using data across various systems in an accurate and timely manner.
· Support the build out of our Management Revenue Reporting initiative.
· Effectively liaise with various teams – Sales, Research, IT, Accounting and Project Management.
Technical Responsibilities:
· Daily work within Microsoft Suite – Outlook, Excel, Word, and PowerPoint
· Heavy use of CRM Salesforce.com and other internal databases
· Bloomberg and /or FactSet terminal use may be needed for special projects (prior experience not required)
Requirements:
· Bachelor's Degree with a strong GPA, preferably Business and /or Finance
· At least 2 years of relevant experience, inclusive of internships
· Proficient in Excel
· Experience with CRM systems (SalesForce preferred)
Key Skill Qualifications:
· Immense organizational skills with strong commitment to accuracy, and follow-up
· Outstanding attention to detail-oriented
· Exhibit a high degree of motivation, sense of urgency and professional demeanor
· Ability to multi-task and prioritize to complete tasks in a timely manner
· Desire to build career and not just find a job.