Data Analyst / Project Coordinator - Financial Services (Power BI/Tableau)

Lenmar Consulting • Permanent • New Jersey, United States • $5,556 / * • 19h ago

Job Title: Data Analyst / Project Coordinator Location: Jersey City, NJ, Hybrid (3 days in-office, 2 days remote) Pay Rate: Up to $55.56/hr Duration: Up to 1 year (possible extension) About the Role We are seeking a highly organized, proactive, and resourceful professional to support the Wealth Management Operations - Chief Administration Office & Data Analytics team. This role involves a mix of data analysis, operational support, and executive-level coordination, requiring strong communication skills, discretion, and the ability to juggle multiple priorities in a dynamic environment. Key Responsibilities Executive Support & Coordination Prepare briefing materials, agendas, and follow-up notes. Act as a liaison between the CAO and internal/external stakeholders. Track key deliverables and follow up on action items. Assist in creating presentations, reports, and dashboards for senior leadership. Support strategic initiatives and special projects. Operational & Analytical Support Analyze operational data to identify trends, risks, and opportunities. Build and maintain dashboards and reports to track KPIs and business performance. Support data-driven presentations and strategic materials. Assist with project plan development and monitoring. Communication & Documentation Draft and edit correspondence, communications, and executive summaries. Maintain confidentiality and handle sensitive information. Coordinate with other EAs and departments to ensure alignment. Project Management Track project milestones, timelines, and deliverables. Conduct research and provide insights to support decision-making. Help streamline processes and improve operational efficiency. Qualifications Bachelor's degree in Business Administration, Communications, or related field (required). 5+ years of professional experience, including 3+ years supporting C-level executives (preferably in corporate or financial services). Strong organizational and time management skills with high attention to detail. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Excel, Word). Experience with data visualization tools (Power BI, Tableau, Stensul, or similar). Familiarity with SQL or other querying languages is a plus.

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