Data & Project Specialist

Axelon Services

  • New York City, NY
  • Permanent
  • Full-time
  • 1 month ago
Job Role: Data & Project Specialist (Hybrid)
Location: New York, NY | Pay: 45/hr
Hours: 8:00 am - 5:00 pmDescription:Create tools and reports to better analyze client volumes and revenue. In addition, to aid the department with project management needs, maintain KYC/regulatory requirements and other administrative assistance.Responsibilities:
  • Support NCNA and assist the Relationship Managers with:
  • Account Management
  • Client Data Administration
  • Product Management
  • Network Administration
  • Business and Profitability Administration
  • Administer NCNA transversal requirements including Terms & Conditions review , client lists, management reporting, credit limits, and various ad hoc requirements
  • Participate in various business development initiatives and client meetings.
  • Help resolve all issues related to the USD/CAD clearing business
  • Aid with onsite /virtual compliance/commercial visits to those branches/affiliates, acting for US and CA.
Minimum Required Qualifications:
  • Proficient analytical knowledge and familiarity with data analytic applications (Business Objects - PowerBI), (SAP - Datapond) and other tools used for business analytics
  • Experience with designing and creating reports in various formats for analyzing the data to track trends
  • Competency in all Microsoft office suite applications to prepare presentation decks to review the data results and monitoring
  • College level degree with preference in Business, Financial Administration or Business analytics
  • 1 to 3 years experience in Financial Services
  • Oral and written fluency in English (French a plus)
  • Able to work independently and in a team environment for collaboration
Preferred Qualifications:
  • Familiarity with banking compliance and ethics
  • Self-disciplined, motivated, and strategic thinking
  • Knowledge of wholesale payment product services and applications
  • Experience in wholesale customer service requirements
  • Ability to effectively work remotely when necessary

Axelon Services