Associate, Firm Analytics

Our client in the financial services industry is looking for an Associate, Firm Analytics to join their team in Los Angeles County.


Job Description:

  • Perform data manipulation and analysis
  • Respond to analytical diligence requests
  • Prepare quarterly analytics reporting
  • Perform client relationship summary reporting
  • Maintain firm and strategy account turnover data
  • Perform quality control checks



  • Experience in the financial services or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to adapt to changing priorities
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in business, accounting, finance or related field and a minimum of 5 years’ relevant experience

Ref #20478

Elizabeth ValadezAssociate, Firm Analytics