INTERMEDIATE ANALYST SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: Oct 02, 2025 - The Intermediate Analyst applies expertise in analytical functions such as CI analysis, investigations, and technical services while ensuring compliance with security clearance requirements. This role requires knowledge of accounting, finance, and industry standards, along with proficiency in Microsoft Office, Bloomberg, and project management practices. The analyst also emphasizes strong communication, relationship management, and the ability to remain objective in diverse environments.

Essential Hard and Soft Skills for an Intermediate Analyst Resume
  • Trade Reporting
  • Cash Reconciliation
  • Dividend Processing
  • Tax Accounting
  • Fund Management
  • Identity Security
  • Data Analytics
  • Risk Reporting
  • ETL Development
  • Project Coordination
  • Discrepancy Resolution
  • Team Support
  • Root Cause
  • Problem Solving
  • Process Improvement
  • Team Collaboration
  • Client Engagement
  • Communication
  • Stakeholder Engagement
  • Issue Resolution

Summary of Intermediate Analyst Knowledge and Qualifications on Resume

1. BA in International Relations with 5 years of Experience

  • Experience in the private credits, infrastructure, private equity, or alternative investment fund industry
  • Enrolment or completion of CFA or CPA designation (or internationally equivalent)
  • Strong analytical skills with the ability to drill down and pay attention to detail
  • Extremely organized and process-oriented
  • Ability to handle a variety of tasks, work under pressure and meet multiple deadlines
  • Able to be a team player with strong interpersonal and relationship skills
  • Effective at building relationships across other business lines
  • Effective written and verbal communication skills
  • Ability to prepare and present information in a comprehensive and informative manner
  • Excellent Excel skills including macros, vlookup and pivot table
  • Working experience in Financial modelling 

2. BS in Business Administration with 7 years of Experience

  • Work experience as an SME in an operational/processing environment
  • Experience in Identity and Access management, Information Security, Risk and Control domains
  • Experience in handling team escalations
  • Experience in handling Internal/External clients
  • Ability to deal with demanding client expectations
  • Must be able to use experience to identify possible issues before they arise and also be proactive in resolving such issues
  • Must have the ability to multitask by taking on extra ad-hoc tasks without letting the day-to-day tasks suffer
  • Ability to work independently within a team environment
  • Hands-on experience in using Microsoft Office Tools
  • Demonstrated a high level of written and oral English communication/Interpersonal/negotiation skills to operate with Global Teams
  • Should be confident, Self-driven, organized, analytical/and problem-solving Mindset
  • Able to identify obstacles and find ways to overcome them
  • Must have an open and participatory style that encourages creativity, cooperation and sharing of information across different teams
  • Ability to review and authorize process improvement ideas from the team and facilitate implementation

3. BS in Data Analytics with 6 years of Experience

  • Demonstrated knowledge, skills and ability to perform various analytical functions to include CI Analysis and Production, CI collection, CI investigations, CI functional services or other CI technical services
  • Possesses the requisite knowledge, skills and abilities in the PWS
  • Must possess strong oral and written communication skills
  • Must meet the Security Clearance requirements (TS/SCI)
  • Experience with accounting, finance, or a business-related area
  • Working knowledge of industry practices and standards
  • Proficient computer skills with a focus on Microsoft Office applications
  • Experience with market utilities, i.e., Bloomberg 
  • Proficient project management skills
  • Influencing and relationship management skills
  • Demonstrated ability to remain unbiased in a diverse working environment