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Data Entry and Analysis Internship

Concise Capital
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Data Entry and Analysis Internship

 

Description:

 

We are seeking an excel-proficient individual to assist in special projects for our developing database. This entails reconciling data from our order management system versus internal reporting system as well as transforming data through ETL processes.

 

About Us:

 

Concise Capital is an SEC-registered investment adviser with $750 million in AUM, specializing in short duration high yield credit. We conduct fundamental bottom-up research on smaller, underfollowed issues. The strategy is offered in separate account format to U.S.-based institutional investors.

 

Key Responsibilities:

 

  • Access variety of portals for holdings reports, transforming data to proper format for database importation
     
  • Running specialized order management system reports
     
  • Support in reconciliation of portfolio holdings
     
  • Assist in any data-driven special projects

 

Ideal Background/Skills:

 

  • Data Verification
     
  • Excel Proficiency
     
  • Data Transformation (Power Query)