Job Description: Financial Data Analyst – Cresta Advisors
Location: Laredo, Texas
Type: Full-Time Physical
Industry: Financial Services
Position Overview:
The Data Analyst will play a critical role in supporting Cresta Advisors’ mission by managing and analyzing large datasets, generating actionable reports, and collaborating with advisors to deliver exceptional client experiences. This role requires proficiency in Microsoft Excel, ability to learn financial and reporting software, and a collaborative mindset to serve in a team-oriented environment. The role and level of responsibility will be based on industry knowledge and will have a progressive path to becoming the Assistant Portfolio Manager.
Key Responsibilities:
- Data Management & Analysis: Collect, clean, and analyze large datasets to derive meaningful insights for advisors and clients. Ensure data accuracy and integrity across systems.
- Report Generation: Create clear, concise, and visually appealing reports using software and Excel to support advisors in client communications, portfolio monitoring, and financial planning.
- Excel Expertise: Leverage advanced Excel functions (e.g., pivot tables, VLOOKUP, macros, Power Query) to streamline data processes and enhance reporting efficiency.
- Collaboration: Partner with advisors, portfolio managers, and operations teams to understand data needs and deliver tailored solutions. Act as a proactive team player in cross-functional projects.
- Process Improvement: Identify opportunities to optimize data workflows, reporting processes, and system integrations to enhance efficiency and accuracy.
- Compliance & Best Practices: Adhere to industry regulations and firm policies, ensuring data security and confidentiality in alignment with RIA standards.
Software Used:
- YCharts
- Envestnet Tamarac
- MoneyGuide