Data Analyst - Boca Raton, United States - Polen Capital

Description

Our Culture
Polen Capital is guided by three Core Values geared toward honoring our commitment to our clients and creating a positive culture and a cordial and productive professional environment: "Do the right thing," "Do more than expected," and "Respect the individual"
Mastery, autonomy, and purpose are key drivers for our people and behaviors
Polen Capital embraces a growth mindset, strives for continuous learning, communicates via radical candor, and is a Results-Only Work Environment
Diversity of thought, unique perspectives and inclusivity are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration
Position
The Data Analyst will be responsible for analyzing and preparing data within Polen Capital's environment for external client reporting.

The ideal candidate has a drive to understand our data, the business, and an ability to communicate complex subjects in a manner that is easily understood by others.

Responsibilities
Assist with ad hoc requests from clients and work closely with the team to deliver custom solutions that meet the client's specific data reporting needs
Develop and maintain Python scripts and applications that support Azure Data Factory (ADF), Azure Storage Explorer, and complex SQL statements in Snowflake, ensuring efficient and reliable data processing and storage
Work closely with the data warehouse team to analyze, prepare, and export data from the data warehouse to the external client reporting system
Support month-end data processing, ensuring that the process is completed accurately and on time every month
Develop and optimize processes for data intake, validation, mining, and data output
Create and implement quality controls and standards to meet organizational expectations
Proactively seek opportunities to automate and improve data processes
Collaborate with all Polen Capital teams to drive discovery and requirements gathering for data management and business analytics efforts
Gain hands-on experience and exposure to how Polen Capital operates
Qualifications
Bachelor's degree in Finance, Economics, Mathematics preferred
1-2 years professional experience as a Data Analyst; Investment Management experience is strongly preferred
Ability to gather requirements from business partners and implement solutions to fulfill those requirements
Proficient in SQL
Exposure to Market Data Systems such as Bloomberg or FactSet
Familiar with ETL processes and data warehouse design, including experience with one or more of the following: Microsoft SQL Server, Snowflake, Kimball Methodology, Azure Data Factory, Alteryx, Python
Experience in an Agile environment and utilizing CI/CD principles

Purpose-Driven :
Starts with Why - in service of our communities, our clients, and each other

Accountable:
Operates with autonomy and drives towards results

Emotionally Intelligent:
Demonstrates self-awareness and interpersonal skills

Grit:
Persists in the face of adversity

Lifelong Learner:
Employs a growth mindset and strives to become more
Additional Information
This is a full-time position and ideally the last company you'll work for. We've worked hard to create a culture and environment that no one wants to leave.
Full-time Employee

Location:
Boston, MA, or Boca Raton; Boca Raton, FL preferred
Less than 5% travel expected
Polen Capital is ROWE (Results-Only Work Environment,) offers competitive health benefits, paid parental leave, and annual individual training budgets
Polen Capital is ROWE (Results-Only Work Environment,) offers competitive health benefits, paid parental leave, and annual individual training budgets. Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria.

We are committed to leveling the playing field, and we encourage women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce to apply for positions even if they do not necessarily check every box outlined in the job description, including education level.

Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

To initiate a request for an accommodation, please contact:


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