Data Steward Analyst, Business Management - New York

We are passionate about our business and our culture, and are seeking individuals with that same drive.

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients with over 1,300 employees based in 23 offices in North and South America, Europe, the Middle East, Asia and Australia.

The ideal candidate will have strong attention to detail, excellent organization skills and experience working in a fast-paced environment within the financial services sector. This role will be responsible for the data intake and ensuring the quality / integrity of our CRM data which is critical to our investment banking operations.

Data Entry / Data Steward Analyst- Business Management

• Read, interpret, and abstract key information from emails and documents, ensuring that essential details are captured and accurately reflected in CRM database.
• Perform data quality assessments and regular data cleansing activities including merging duplicate contacts, researching company information, standardizing data, and ensuring that the necessary data fields are populated according to firm standards.
• Identify and resolve data-related issues and discrepancies.
• Research internal and external sources to update records and/or complete inaccurate or missing information.
• Develop data intake and tracking processes, determining the best methods for collecting data.
• Work closely with cross-functional teams to align data management efforts with business needs.
• Manage “one time” or special initiative data entry projects.
• Data reconciliation between various proprietary or third-party systems.
• Willingness to learn and quickly adapt to organizational structure, culture and changing business needs.
• Capable of working in high pressure environment.
• Collaborative, resourceful, and driven with a genuine desire to ensure team success.
• Develop strong working relationships with various teams across the firm.
• Teamwork – ability to collaborate in a professional and constructive manner.
• Strong work-ethic with ability to perform with minimal manager direction, take ownership and work independently.
• Knowledge of Salesforce CRM.
• Pro-active approach to accuracy and attention to details.
• Detail oriented and highly organized.
• Analytical skills with the ability to dig in.
• Ability to meet deadlines and respond to requests in a timely manner.
• Strong written and verbal communication skills.
• Strong knowledge of all MS Office Applications and Excel skills.
  
  

Qualifications

• Bachelor’s degree in Business Administration in Finance, Information Technology or related field preferred
• 6 months – 3 years years of relevant experience in data management; preferably within investment banking or financial services industry
  
  

Expected Salary Range: $75,000 - $80,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.