Data Analyst (Entry Level)

The Mission

At Prime Buchholz, we’re driven every day by our mission—and passion—to help our clients build the financial strength necessary to turn their visions into reality.

The Job

The Information Group is an evolving department tasked with centralizing vital data relied upon by all teams at the firm. The data comprises research, due diligence, consulting, compliance, and performance reporting; much is used to directly inform our clients and their decision-making. As an essential part of the Information Group, the Data Analyst is responsible for aggregating and reporting investment manager and market data while maintaining accuracy and data integrity. Each Data Analyst works with individual Research asset classes to ensure information and reporting needs are met; Data Analysts also perform other general team responsibilities.

The Data Team has exposure to many technology platforms across asset classes. These platforms enable Data Analysts to make a meaningful contribution toward team goals and to help drive a deeper understanding of investment firms and strategies.

What You'll Do

• Respond to ad hoc requests from other analysts based on fluctuating deadlines for client deliverables
• Maintain data integrity by owning quality control procedures for information received by investment managers and tracked in internal systems
• Identify opportunities to increase efficiency or leverage data and tools to uncover opportunities to improve data accessibility throughout the Firm
• Evaluate data for possible trends and risks, and communicate as needed to the appropriate Analysts or departments
• Assist with general Information Systems projects and other job-related duties as assigned
• Aggregate investment holdings, data statistics, and other key data points and documents from investment managers and other external data providers
• Serve as a point of contact for all investment data-related questions
• Fulfill time-sensitive data requests and manage competing deadlines while providing a high degree of support to internal stakeholders
• Maintain relationships with internal investment teams and external investment management firms
• Complete all work within the guidelines of the firm and departmental policies

What You'll Bring

• Strong verbal and written communication skills
• Experience with FactSet, eVestment, PARis, or Tableau considered a plus
• Bachelor’s degree in finance or business-related field, or equivalent industry experience
• Intermediate-to- advanced experience with Microsoft Office products; proficiency in Excel
• Knowledge of the financial service industry and/or investment industry preferred
• Commitment, dependability, and respect for other employees demonstrated by regular attendance, punctuality, and adherence to agreed-upon schedule of availability
• Strong attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis
• Flexible, team-player approach, effective time-management skills, and the ability to multi-task while staying organized and accurate

What We Offer

At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we'll shower you with perks, including:

• Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
• Flexibility: Two days a week, feel free to skip the commute and hit your deadlines from home.
• Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
• Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that too.

Prime Buchholz has a vaccination policy in place to protect our employees and clients.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.

About Prime Buchholz

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.