Special Executions Group - Data Analytics Analyst (NY)
Work with investment bankers and clients to understand business drivers and data structures. Analyze large financial datasets to develop data-led narratives, lead cohort, retention, unit economics, and sales efficiency analyses, build visualizations and models, identify analytical approaches, and support junior analysts on live capital raise and sale transactions.
Responsibilities
- Work closely with investment bankers and clients to understand business drivers and data structures
- Analyze large financial datasets to develop data-led narratives driving company growth and performance
- Lead cohort analysis, retention analysis, unit economics analysis, sales efficiency analysis, and other growth initiative validation workstreams
- Build data visualizations, models, and reporting for clients and investors
- Identify new analytical approaches and frameworks for analyzing business models and operating performance
- Support and mentor junior analysts
- Prepare high-impact materials
- Participate effectively in internal and external meetings
Requirements
- Major in Data Science, Analytics, Quantitative Finance, Statistics, or another quantitative discipline
- 1-3 years of experience in transaction analytics, SaaS or FinTech data analytics, or a related role
- Prior M&A, due diligence, or deal-related analytics experience strongly preferred
- Strong knowledge of finance and accounting concepts
- Experience with SQL, Python, R, PowerPivot, Tableau, or Alteryx
- Permanent U.S. work authorization; no work visa sponsorship
- Strong Excel proficiency
- Advanced data analytics and financial analysis skills
- Excellent problem-solving ability, intellectual curiosity, attention to detail, and commitment to accuracy
- Strong writing and verbal communication skills
- Ability to articulate complex analytical methods and results and manage multiple priorities
Benefits
- 401(k) eligibility
- Paid time off, including vacation, sick time, and parental leave
- Medical, financial, and other benefits
- Discretionary awards
- Strong and competitive compensation
- Excellent career path
- Hands-on experience with live capital raise and sale transactions