The Analyst, Data Analytics will provide data analysis will provide data analysis to support the product teams within Wealth Management Solutions. This individual will gather and use data insights to help drive related business decisions within Wealth Management Solutions at all levels. The right candidate will be adept at answering business questions with data.
The ideal candidate possesses strong communication skills, the ability to think analytically and strategically, and a problem-solving attitude. A fast paced, ever-changing environment requires the ability to be flexible, effectively prioritize and multi-task. The ability to work within a team, take initiative and show strong attention to detail is also a requirement.
Responsibilities:
- Develop, maintain and improve product scorecards/dashboards to drive meaningful product insights.
- Support interpretation of data to identify significant differences, relationships, and trends in data
- Create, edit and refresh process documentation relating to reporting and day to day operations
- Extract data from various databases ensuring the right data points are used. Understand the different sources and how their data can be used for different product insights
- Manipulate and analyze large datasets using features of multiple tools
- Summarize written findings, publicize results, and participate and share with senior leadership as appropriate
What are we looking for?
We want strong collaborators with a data and analytics background who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- Advanced to expert level skills with Excel, Access, PowerPoint
- Basic skills writing SQL queries
- Problem solving skills that enable efficient identification, analysis, and resolution of issues
- Ability to present complex information in a clear and concise way
- Ability to manage multiple initiatives at once in a fast-paced, entrepreneurial environment
Preferences:
- Bachelors degree in Business, Economics, Finance or similar preferred
- Salesforce.com, Tableau skills a plus
Core Competencies:
- Natural curiosity and conceptual thinking
- Strong analytical skills coupled with strong verbal and written communication