Inclusively is partnering with a financial services company to hire a Senior Data & BI Analyst, Wealth Management Advice & Solutions. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**
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The Senior Data & BI Analyst is responsible for providing actionable insights to support business decisions. They work in collaboration with other analysts and stakeholders on the formulation of appropriate analytic approach to solve ambiguous business problems. This role will be supporting Wealth Management Consultation area whose main function is to build out capabilities to deliver Advice, Planning, Products and Services (APPS) for High Net Worth (HNW) business segment clients. This role will be building a suite of long- and short-term solutions, which includes portfolio construction tools, reports, and actionable insights.
What You'll Do:
- Build and maintain an understanding of data flows, sources, and data transformations across multiple domains. Extract, merge, cleanse and transform data from multiple sources as needed for analysis.
- Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues and collaborate with other subject matter experts to identify solutions.
- Define business and data requirements for analytic deliverables and serve as liaison with IS support teams. Lead collaboration with IDM for data improvements and proactively identify data enhancements in conjunction with division data stewards.
- Actively participate in industry and trade data and analytic communities in order to bring fresh ideas to the organization.
- Ability to communicate technical information to non-technical audiences.
- Consult with business owners to understand the business problem. Independently identify the appropriate analytic approach to solve the problem. Provide mentorship and feedback to others on analytic approach and leverage systems thinking to connect work to other strategic initiatives
What Experience You Need:
- 5-7 years' experience in relevant field
- At least 4 years of analytics experience
Education Required:
- Bachelor's Degree with an emphasis in business, economics, math, engineering, or analytics preferred (or relevant work experience)
- Advanced Degree or Certification preferred
What Might Set You Apart:
- Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL, Snowflake, Databricks). Understanding of join types.
- Advanced experience with data manipulation languages, such as SQL, required
- Ability to use special statistical software for appropriate use cases
- Ability to perform univariate analytic analytical techniques
- Requires automation techniques, Pega, AutoSys and/or Power Automate.
- Intermediate experience in Excel macro and VBA.
Business Expertise:
- Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market
- Proficiency understanding wealth management business, Advice, Planning, Products and Services
Leadership:
- Acts as a resource for colleagues with less experience; may lead small projects with manageable risks and resource requirements; May coach, mentor or provide guidance within or across teams
- Ability to work effectively both independently and in a team environment, independently organize, plan & prioritize individual effort needed to ensure overall success of cross-functional projects. Occasionally lead cross-functional teams responsible for divisional objectives.
- Assist with the onboarding of other data analysts.
Problem Solving:
- Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedents
- Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information
- Ability to identify the question(s), what data is needed, analyze and interpret the results to recommend solutions to senior & executive division leaders for a broad spectrum of business improvement opportunities in a clear and concise manner
Impact:
- Impacts quality of own work and the work of others on the team; works within guidelines and policies; Identify, assess, and mitigate low to moderate risks that would impact the department
- Works with leaders throughout the firm, providing analytical guidance to directly influence business decisions
- While there are no direct supervisory responsibilities, coordinating with others to accomplish tasks and meet deadlines will be required, and may be asked to occasionally mentor and train other associates on the team