Phaxis · 5 hours ago
Sr Data Analyst with Advent Geneva
New York, NY
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $200K/yr
4+ years expPhaxis is seeking a highly analytical Data Analyst with strong SQL expertise to support financial data analysis and reporting within an investment management environment. The role involves querying large datasets, performing complex data analysis, building reports, and ensuring data integrity across multiple platforms.
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Responsibilities
Write complex SQL queries to extract, transform, and analyze large financial datasets
Develop and optimize stored procedures, views, and data models to support reporting and analytics
Perform deep-dive data analysis to identify trends, anomalies, and reconciliation breaks
Partner with data engineering teams to improve database performance and data architecture
Analyze transactional, position, cash, and P&L data across multiple systems
Perform reconciliations between accounting systems, data warehouses, and downstream reporting platforms
Conduct root cause analysis for data discrepancies and implement long-term fixes
Build and maintain automated reports and dashboards using SQL and BI tools
Translate business requirements into technical data queries and reporting solutions
Support financial, operational, and regulatory reporting processes
Support ETL processes and data integrations between portfolio accounting platforms and other enterprise systems
Identify opportunities to streamline reporting workflows and automate manual processes
Maintain documentation for data definitions, transformations, and reporting logic
Qualification
Required
4+ years of experience in a data analyst role with heavy SQL development
Advanced proficiency in SQL (complex joins, CTEs, window functions, performance tuning)
Experience working with large relational databases (SQL Server, Oracle, or similar)
Strong understanding of financial or investment data (transactions, positions, valuations, P&L)
Experience working with Advent Geneva (required)
Excellent analytical, troubleshooting, and problem-solving skills
Preferred
Familiarity with ETL tools, data warehousing concepts, and data modeling
Experience with BI tools (Power BI, Tableau, etc.)
Exposure to Python for data analysis or automation
Company
Phaxis
Phaxis is one of the nation's leading recruiting and consulting firms.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Seth Friedland
Co-Founder and CEO
E
Erik DiGiacomo
President
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