The Data Analyst is part of the Analytics team and can be based in our Boca Raton, FL or Boston, MA office. The successful candidate will be responsible for gathering, cleaning, analyzing and translating data from multiple sources into information that enables the firm to make well-informed decisions based on empirical evidence.

Roles & Responsibilities

  • Collaborate with all Polen Capital teams to drive discovery and requirements gathering for data management and business analytics efforts
  • Develop Business Intelligence and Descriptive Analytics reports across the firm’s systems and data sets
  • Filter and clean data feeds from many sources, to enhance data accuracy
  • Develop custom-formatted data outputs to meet project requirements
  • Develop standard data extracts/reports/analyses for senior leadership
  • Acquire data from primary and/or secondary data sources and maintain databases
  • Identify, analyze, and interpret trends and patterns in complex data sets
  • Turn data into information, information into insights to support the transformation of insights into business decisions
  • Gain hands-on experience and exposure to how Polen Capital operates
  • Support teams across the firm on special projects and initiatives that impact client experience, client retention, business strategy, the sales process, financial analysis, and all other functional areas
  • Interpret data and analyze results using statistical techniques, develop and enhance outputs for internal teams, business partners and clients

Preferred Qualifications

  • 2-5 years in a Data Analyst and/or Financial Reporting role
  • Business analysis, report design, project management and presentation skills
  • Ability to gather requirements from business partners and implement solutions to fulfill those requirements
  • Proficient in one or more: T-SQL, Alteryx, Python
  • Strong Tableau skills
  • Ability to work on multiple projects concurrently
  • Demonstrated ability to manage tasks/projects to required deadlines
  • Investment management industry experience (preferred)

Additional Information

  • Full-time Employee
  • Boca Raton, FL or Boston, MA
  • U.S. Permanent Work Authorization (required)
  • Polen Capital is a ROWE (Results-Only Work Environment), offers competitive health benefits, annual individual training budgets, and 12-week paid parental leave

Instructions for Submitting Applications

Qualified candidates should submit their resume and cover letter to jobs@polencapital.com.