Industry Analyst I

Callahan & Associates • Full-time • Washington DC-Baltimore Area, US • $50k - $58k / year • 5d ago

At Callahan & Associates, our people are at the heart of who we are. As a company, we empower credit unions to impact their members and communities. For more than thirty years, our team has been at the leading edge of credit union issues and innovation through leading research, analytics, networking and consulting.

If you are looking to be part of a fast-paced, 100% employee-owned company that loves the industry we serve, encourages creativity, and rewards excellence – keep reading.

Five Reasons Why You Want to Work With Us

You want to work with a team that is competent, passionate and focused on achieving big goals.
You want to work on products and deliver services that have the potential to help millions of people.
You want to have a voice and employee ownership.
You want to be part of a fun and healthy work culture.
You want to work at a company that will provide an opportunity to get you to the next level of your career.

Summary/Objective

The Industry Analyst I is an entry-level role focused on analyzing and tracking credit union industry data through financial analysis and benchmarking. The primary responsibility is to identify key financial trends within the credit union industry, determine their relevance to clients, and communicate these insights through various formats. This position will involve both client-facing and back-office work, including building reports, writing articles, supporting consulting engagements, and troubleshooting client requests. The analyst will also assist in preparing customized content for clients, contribute to regular publications and help clients with our analytical software tools.

The Industry Analyst I will support many departments and business lines across Callahan. The goal of our work is to translate industry trends from large, raw datasets into digestible stories and visuals. Our clients then use these insights to develop strategies that will improve both their business and their members’ financial lives.

Essential Functions

Conduct data-driven analysis of industry trends and market conditions.
Maintain working knowledge of Callahan’s datasets and client-facing products, and understand their value to clients.
Assist in preparing consulting proposals, client presentations, and webinars.
Offer training and real-time software support to clients, addressing issues and building an understanding of data analytics and benchmarking.
Assist in loading new data into our software, and work to ensure data accuracy and integrity.
Stay updated on industry developments relevant to credit unions and the broader financial services sector.
Pursue professional development to expand industry knowledge.

Required Experience

Entry-level experience demonstrating strong analytical skills through work or internships.

Preferred Education and Experience

Bachelor's degree in finance, economics, accounting, statistics, business analytics or related field.
Strong quantitative and analytical skills.
Strong interpersonal, verbal and written communication skills.
Demonstrable ability to interpret data and present insights clearly.
Experience with published and widely read financial writing.
Ability to manage multiple projects in a fast-paced environment and meet deadlines.
Experience with Microsoft Office products, specifically Microsoft Excel and PowerPoint.
Client support experience.
Graphic design experience – specifically related to financial graphics – is a plus.
Experience and/or familiarity working with SQL database management systems is a plus.
Public speaking and presentation experience is a plus.
Credit union and financial institution industry experience is a plus.

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