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Artisan Partners · 1 day ago

Financial Analyst – Business Reporting & Analytics

Milwaukee, WI

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Artisan Partners is a financial services firm seeking a Financial Analyst for their Business Reporting & Analytics team. The role involves supporting strategic decision-making through analysis of key metrics, resource planning, and competitive positioning while working closely with various business units and stakeholders.

Emerging MarketsFinanceFinancial ServicesImpact InvestingWealth Management

Growth Opportunities

Responsibilities

Interact with multiple business units at the firm, building relationships with firm leaders

Monitor key metrics, utilizing technology to support effective communication of these metrics

Evaluate requests from executive management to determine the most appropriate data to support the decision at hand

Utilize strong internal and vendor relationships to gather information to support analysis

Analyze internal and external data trends to discover insights while considering multiple perspectives

Gather and analyze data in relation to industry trends and competitive positioning

Determine effective ways to present conclusions to the intended audience, utilizing Tableau, PowerPoint or other relevant tools

Present insights and conclusions to stakeholders in a confident, compelling and easy to understand manner

Prepare board materials, earnings releases and regulatory filings

Review and summarize sell-side reporting and models

Perform analytical data research using tools such as Morningstar, FactSet, eVestment and SimFund

Qualification

Data analytics toolsFinancial analysisAsset management experienceCPA certificationCFA certificationMicrosoft ExcelTableauClient service orientationPresentation skillsInterpersonal skills