What are the responsibilities and job description for the Associate position at Dynamics Executive Search?
Our client is a global financial services organization supporting a broad range of investment, capital markets, and advisory activities. The firm is continuing to invest in its data and technology capabilities to enhance decision-making, improve operational efficiency, and support a growing and increasingly complex platform. The environment is collaborative and fast-paced, with strong interaction across business and technology teams.
Position Overview
The organization is seeking an Associate to join its Data & Technology team. This individual will play a key role in developing and enhancing core data infrastructure, internal tools, and reporting capabilities that support investment-related and operational functions.
This position offers exposure across multiple areas of the business and requires close collaboration with both technical teams and business stakeholders.
Key Responsibilities
Data Infrastructure & Management
• Support the development and maintenance of centralized data systems and architecture
• Design and implement data pipelines to enable efficient reporting and analytics
• Ensure data quality, consistency, and accessibility across platforms
Application Development & Automation
• Build and enhance internal tools to streamline workflows and business processes
• Contribute to automation initiatives aimed at improving efficiency and scalability
• Assist in integrating systems and improving connectivity across platforms
Reporting & Analytics
• Develop and maintain dashboards and reporting solutions for internal stakeholders
• Partner with business teams to deliver insights that support decision-making
• Support ad hoc data analysis and reporting needs
Cross-Functional Collaboration
• Work closely with stakeholders across investment, operations, and finance teams to understand data needs
• Act as a bridge between technical teams and non-technical users
• Contribute to best practices around data governance, process standardization, and documentation
Must Have
• 2–5 years of experience in data, analytics, or technology roles within financial services or a related industry
• Bachelor’s or Master’s degree in a quantitative or technical field (e.g., Computer Science, Engineering, Information Systems)
• Proficiency in data querying and programming languages (e.g., SQL, Python, or similar)
• Experience working with data systems, reporting tools, and APIs
• Familiarity with data warehousing concepts and scalable data architecture
• Exposure to application or tool development is a plus
• Understanding of financial products, markets, or investment processes preferred
Core Competencies
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Effective communication with both technical and non-technical stakeholders
• High attention to detail and organizational skills
• Proactive, solutions-oriented mindset
• Collaborative approach with strong interpersonal skills
Summary
This role sits at the intersection of business and technology, supporting the development of scalable data solutions that enable more informed decision-making across investment and operational functions. It offers broad exposure across the organization and the opportunity to contribute to ongoing data and technology transformation initiatives.