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Posted 22 July, 2026

Data Analyst

Inizio Partners
Jersey City, NJ, US Full Time

Job Description

Role Overview:

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  • The person would be working with the Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.
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  • The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
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  • Should have hands-on experience with SQL, should be able to create business logic.
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  • Advance level knowledge of MS Excel.
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  • Should be independently able to conduct data analysis on results produced by financial models.
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  • The person would be required to create automated upload templates that would be loaded to subledger/ledger.
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  • The person will be responsible for testing and implementing the new/updated regulatory requirements.
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  • The person should be able to quickly understand the business issues and data challenges and propose solutions.
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  • A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude.
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  • Experience in Re-insurance preferred.
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Key Responsibilities & Skillsets:

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  • Common Skillsets:\n
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    • Superior finance, analytical and problem-solving skills.
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    • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
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    • Excellent communication skill for client interaction
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  • Financial Risk Management Skillsets:\n
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    • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
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    • Background in Finance, Investment, Actuarial Science or pursuing actuarial exams.
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    • Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements
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    • Good knowledge of SQL, advanced Excel
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    • Professional certification Actuarial exams or CFA and FRM working in Insurance industry.
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Candidate Profile:

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  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
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  • Bachelors/master's degree in finance, Investments, actuarial science
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  • 5-7+ years' experience in Life Insurance/Reinsurance
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  • Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
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  • Effective communication skills to convey technical concepts to non-technical team members.
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  • Strong and in-depth understanding of insurance industry
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  • Strong and in-depth understanding of investment instruments
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  • Superior analytical and problem-solving skills.
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  • Outstanding written and verbal communication skills
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  • Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
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