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Job Description

Insight Global is seeking a Data Analyst for a large financial services company in the Charlotte, NC area. This role will be working within Balance Sheet Management. The Quantitative Finance Spot Position team owns and manages the data that feeds the starting point of Balance Sheet Managements (BSM) Net Interest Income (NII) and Interest Rate Risk (IRR) forecasts, also known as the Current Position process (CP). The responsibilities of a Data Analyst in this team include:

- Ensuring the accuracy and timeliness the data that supports the Current Position (CP) monthly and daily processes for BSM.

- Research and remediate issues and questions associated with sourcing and transformation of said data.

- Be a subject matter expert in the logic used to map, translate, aggregate and filter the source data that is compiled to final end point data (Spot Position)

- Provide guidance to end users on how data will flow into results and how to query/research balances and trends. Be a resource in guiding change (new products or alterations in logic)

- Drive the delivery of enhancements to data outputs:

- Partner closely with end users to understand and document requirements of change

- Translate those changes to means that can be used by technology developers to update code base to make the change(s) requested. Partnering with technology developers to ensure requirements are translated appropriately and setting timelines for delivery

- Manage internal and end user testing of changes and collecting sign off documentation.

- Partner across user base to ensure all appropriate parties are aware of or have reviewed changes.

- Keeping Software Development Life Cycle tracking tickets up to date with requirements, testing evidence and sign offs

- Manage Risk Responsibly:

- Monitor/research and improve data quality checks/recons/processes

- Manage priority queue to ensure timelines are met

- Provide guidance on risk vs reward of

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

- 3+ years of experience working with SQL and Excel

 Within SQL: Needs to be comfortable using functions such as COUNTS, SUMS, JOINS, Case statements

 Within Excel: Need to be comfortable using these functions: COUNT, COUNTIF, COUNTIFS, SUM, SUMIF, SUMIFS, VLOOKUP, HLOOKUP, IF, MAX, MIN, AVERAGE. As well as Pivot tables and using Excel to compare data sets and conducting trend analysis

- Experience managing data processes:

 Validating and reconciling data Identifying, researching and resolving exceptions

 Generating trend analysis and exception analysis (ie understand filtering/logical processes, such as CASE statements)

- Familiarity with Banking products(e.g. Bonds and loans) - Experience delivering change using Software Development Lifecycle processes

- Familiarity with Agile software delivery methodologies

- Banking/Capital markets experience or technology project management experience preferrable null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.