Senior Associate

Are you intrigued by the idea of joining a boutique firm with a data strategy focus? Does the opportunity to work with high-level stakeholders interest you? Are you excited by the prospect of demonstrating your expertisein financial modeling?

If you are searching for an opportunity to take your technical and data analysis skills to a consulting role, this job is for you. Our client, an innovative, data-focused management consultancy, is looking to hire a Senior Associate to work on an on-going data governance project they are working on with a wealth management firm. The Senior Associate would assist with the development of financial models and the setting up of the overall data data utilization and governance across the organization, as well as supporting enhancement recommendations and presenting project updates to key stakeholders. Your work would be instrumental in driving the direction of client projects – ideal candidates would be interested in using their technical and data analysis skills to solve emerging problems in the finance industry.

Senior Associate Requirements:

Bachelor’s degree and 2-4 years’ experience

Exposure to project management

Experience with financial modeling

Experience developing presentations for executive stakeholders

Strong experience in Microsoft Powerpoint and Excel preferred

Background in investments industry preferred

Strong data analytics skills with expertise in SQL, Python, R, etc.

Strong communication as well as someone who is adept at reassuring nervous/ difficult stakeholders.


This Senior Associate role is a long-term engagement based in New York, NY.


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