Position- Data Analyst with buy side - hedge funds or Asset management exp, Local
Location- NYC, NY
Type- Hybrid (3 days/week office)
Visa- USC, GC
Must be very strong in Excel.
Data Process improvement
Finance experience is a must - should come from buy side - hedge funds or Asset management
Some CRM experience
Strong com skills - Visa guy is probably not going to do it.

What This Role Is - and Is Not
IS: A build role - candidate designs solutions from scratch, not maintains existing ones
IS: Sales-facing - daily go-to data resource for senior salespeople
IS: Hands-on technical - SQL, Excel, and CRM integration, not coordination
NOT: A PM or BA coordinator role - we need a doer, not a meeting facilitator
NOT: Entry-level - must operate independently from day one
Hard Requirements - Do Not Submit Without These
Advanced Excel - verified by take-home test (VLOOKUP/XLOOKUP, SUMIFS, INDEX/MATCH, PivotTables, data hygiene). Send the workbook before any live interview; only advance candidates who pass within 24 hours
SQL - candidate must describe a specific query with table logic and joins on the phone screen; 'I use SQL to pull data' is not sufficient
Financial services background - asset management, private equity, wealth management, or capital markets; pharma, eCommerce, and general consulting backgrounds have not performed well in this search
Preferred Qualifications
Salesforce - especially Financial Services Cloud; hands-on admin or integration experience, not just end-user (required)
Tableau - able to build and maintain dashboards independently (but not required)
Python or scripting experience - signals a builder, not just an analyst (but not required)
Experience integrating third-party data vendors into a CRM or data warehouse
Disqualifiers - Do Not Submit These Profiles
Excel limited to basic reporting or template maintenance
Vague SQL answers - cannot give a concrete, specific technical example (SQL is not required but if they have experience, I would expect the ability to communicate good examples of use cases)
PM or BA coordinators whose primary value is stakeholder management, not hands-on data work
No financial services experience
Resume is more than 2 pages or consists of dense walls of text with no clear structure - poor written communication is disqualifying for a role that requires clear daily communication with salespeople
Significant typos or grammatical errors on the resume - attention to detail is non-negotiable for a data role

Pre-Screen Process
Resume review - financial services background + explicit SQL and Excel skills required; reject walls of text or typo-heavy resumes
Send Excel take-home - workbook provided by hiring team; 24-hour turnaround; only advance passes
Phone screen (30 min) - ask all five questions; advance only candidates with strong, specific answers to at least the first three
Submit with notes - include verbatim answers to all five questions and Excel test result alongside the resume

Thanks & Regards
Shivam Rajpal
Team Lead- US IT Recruitment
Desk- 201-578-5388 X 106
Email- [email protected]
LinkedIn- https://www.linkedin.com/in/shivam-rajpal-b7a58912a/
Voto Consulting LLC- M/WBE Certified Company
www.votoconsulting.com

Data Analyst with buy exp - hedge funds or Asset management

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