Data Science Analyst at First Eagle Investments in NYC Metro Area

Summary: First Eagle Investments is an independent investment management firm focused on prudent stewardship of client assets. They are seeking a highly organized and technically proven Data Science Analyst to support their Retail Distribution team, with responsibilities including data reporting, CRM maintenance, and exploring automation and AI-driven enhancements. Responsibilities: - Produce and deliver daily, weekly, and monthly sales and distribution reports, ensuring accuracy and timeliness - Maintain and update data within the firm’s CRM system (e.g., Salesforce), including client, intermediary, and sales activity records - Assist with ongoing data entry, validation, and reconciliation within internal sales reporting systems - Query and extract data from cloud-based data platforms such as Snowflake - Assist in developing automated reporting solutions and exploring AI/ML techniques to improve data workflows and insights generation - Partner with sales, relationship management, and marketing teams to fulfill reporting and analytics needs - Identify opportunities to streamline processes and enhance data quality across systems - Troubleshoot data discrepancies and ensure consistency across multiple data sources - Document reporting processes, data definitions, and system workflows Required Qualifications: - Bachelor's degree in Computer Science, Data Science, Data Analytics, Information Systems, Finance, or a related field - 0–2 years of relevant experience (internships included) in data science, analytics, or financial services - Effective proficiency in Excel (data manipulation, pivot tables, formulas) - Working knowledge of SQL for querying and managing datasets - Familiarity with Snowflake or similar cloud data platforms - Exposure to CRM systems (e.g., Salesforce) or sales reporting tools - Basic comprehension or coursework in data science, machine learning, or AI concepts - Programming experience in SQL, Python, or similar languages - Exposure to data analysis libraries (e.g., pandas, NumPy) or basic machine learning workflows - Experience with BI tools such as Power BI or Tableau - Knowledge of asset management distribution channels (e.g., financial advisors, broker-dealers, RIAs) - Interest in applying AI to business problems such as forecasting, segmentation, or automation Required Skills: Excel, SQL, Snowflake, CRM systems, Salesforce, Data science, Machine learning, Artificial intelligence, Python, Data analysis libraries, Power BI, Tableau, Asset management distribution channels Benefits: Generous paid time-off, Medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, Flexible/hybrid work environment, Dress for the day flexible work attire