Data Analytics Associate

Stonebridge Capital Advisors is a dynamic and nationally recognized Twin Cities-based Investment and Wealth Management Company celebrating over 25 years of serving our clients. We serve our clients as a fiduciary; meaning our client’s best interests always come first. As a diverse team of professionals, we work together to achieve our clients’ goals. We value the dedication, integrity, and commitment each Stonebridge team member plays in our firm’s success.    

Play a part in helping build out Stonebridge’s new Data Analytics Team! The Data Analytics Team works closely with the portfolio management team to develop and maintain the systems and processes that enable the portfolio management team to operate successfully. In addition, the team will collaborate with the entire firm to enhance operational efficiency.

Responsibilities

·        Develop, organize, and maintain data models to support business insights, processes, and strategic decision-making across the firm.

·        Create code and reports to increase efficiency across firm processes.

·        Manage internal proprietary system and build new functionality using VBA, SQL, Microsoft Excel, and Azure Data Factory Pipelines.

·        Create and implement data management processes.

·        Assist in testing new system releases.

·        Create reports to identify outliers amongst portfolios. Collaborate with the portfolio management team in understanding the source of the outliers. Execute solutions to re-align outlier portfolios including adjusting data inputs.

·        Manage periodic (daily, weekly, etc.) data flows between Stonebridge’s internal portfolio management and third-party platforms and run periodic firm data processes.

·        Perform other related duties and special projects as assigned. 

Qualifications

·        3+ years of experience required.

·        Bachelor’s degree or relevant experience in Computer Science, Mathematics, Data Analytics, or related subject matter.

·        Advanced experience with Excel required.

·        Must have a strong attention to detail.

·        Solid understanding of data management, with a desire to learn more.

·        Basic programming skills: VBA, SQL, Azure Cloud Services, C#/Ruby/Python, or similar languages, with a desire to learn independently and the expectation to become a strong programmer.

·        Interest in Finance or Investment Management.