Asset and Wealth Management, Business Analytics, Analyst

In this role, you will be drawing commercially actionable insights from large datasets, for senior leaders helping them grow our business with clients. You will build automation infrastructure for the team’s reporting initiatives and identify business trends for senior leaders. You will provide scalability for teams to perform client analysis and identify business gaps, while identifying opportunities to drive business process efficiencies and build/maintain the team’s analytics engines.

JOB RESPONSIBILITIES:

• Design, develop and maintain scalable, automated, user-friendly systems, reports, dashboards that will support the firm’s analytical and business needs
• Track and report progress on projects, adhering to the solution delivery lifecycle
• Collaborate with other solution experts and advisors to share ideas and code through showcasing outputs
• Source large sets of data from multiple sources (APIs, Files, Databases), transform and normalize the data; design dimensional data models and load transformed data into relational databases
• Responsible for generation, distribution, and analysis of business performance for periodical reporting to management
• Play a key role in global initiatives to drive and streamline business critical projects

BASIC QUALIFICATIONS:

• Master’s degree in any discipline 
• Understanding of industry standard data transformation and reporting tools such as Tableau, Alteryx, Power BI, and other tools
• Excellent analytical skills: comfortable working with large data sets and presenting findings that tell a clear, insightful, and compelling story
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Ability to organize and prioritize individual workload and deal with multiple priorities
• Strong communication (written and oral) and interpersonal skills 
• Comfortable with leveraging data and technology to drive business decisions
• Prior understanding of Asset & Wealth Management business is a plus

SKILLS / EXPERIENCE:

• 1+ years of experience in data analytics
• Experience in financial services industry, preferably in an analytical function
• Delivering ETL (Extract, Transform, Load) development of database objects, SQL (Structured Query Language) queries and data analytic capabilities in rational database platforms
• Solid analytical/logical mindset and attention to detail
• Team-oriented with a strong sense of ownership and accountability
• Inquisitive, enthusiastic and a self-starter
• Highly organized with exceptional attention to detail and excellent follow-through
• Positive attitude and strong work ethic