The Robert Toigo Foundation

Junior Analyst – Business Reporting & Analytics

Artisan Partners
Published
October 6, 2020
Location
San Francisco, California
Job Type

Description

The Junior Business Reporting & Analytics Analyst role provides a broad opportunity to monitor key metrics, conduct research, identify insights and develop written and verbal communications to support a variety of internal and external stakeholders.  The position reports to a Senior Analyst of Business Reporting & Analytics and supports both firm-wide corporate initiatives as well as initiatives for the CEO and CFO both of whom are in the San Francisco office.

Responsibilities

The candidate is expected to:

  • Prepare stakeholder reports (board materials, earnings releases, and regulatory filings)
  • Read, analyze and communicate sell-side reporting and models
  • Participate in annual budget process, and prepare budget to actual reporting and analysis
  • Prepare and analyze firm financial forecast
  • Provide analytical and reporting support to our executive team as needed
  • Provide financial modeling and scenario analysis to support business decisions
  • Present insights and conclusions to stakeholders in a confident and easy to understand manner

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

  • Bachelor’s degree in finance or accounting, M.B.A. preferred
  • Keen interest in the Asset Management industry and a solid understanding of various business models, capital structures and trends within the industry
  • 2+ years of experience in finance or investment banking
  • Knowledge and passion around tools to support data analytics and communications such as Tableau
  • Proficiency with Microsoft Office applications, particularly PowerPoint and Excel pivot tables
  • Strong interpersonal and presentation skills
  • Superb client service orientation, including a positive, collegial attitude with a high degree of professionalism

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