We are looking for a Junior Data Analyst to join our amazing platform team. This position is responsible for performing data delivery and quality analysis and support for requirements and testing on efforts to grow and optimize our advisor workstation. The Junior Data Analyst responsibilities will include migrating third party CRM data to advisor’s workstation CRM and assisting Senior Data analysts with data comparison, manipulation, and analysis.

Location: This position may be done HYBRID out of one the following home office locations or fully remote:

Salary: The anticipated annual base salary range for this position is $55,000 to $62,000. Exact compensation may vary based on skills, experience, and location.

What you will do:

Data Delivery Analysis
Provide research and support for all in-bound & out-bound files.
Identify, communicate, and resolve data quality and delivery issues with data providers.
Provide testing support for all in-bound and out-bound files
Monitor daily data delivery and ETL jobs
Data Quality Analysis
Monitor data quality alerts and conduct data analysis on the alert outputs
Extract information from data sets and identify correlations and patterns
Ad-hoc SQL queries to support data analysis
Perform data reconciliations and support resolution of discrepancies
QA and UAT test of system changes
Migrating Third Party CRM Data to Advisor Workstation CRM (Unio)
Formulate a CRM data migration plan with Advisors
Conduct data extraction from 3rd Party CRM
Perform data clean up
Work with developers to upload data to staging and production site
Conduct testing in staging environment
Provide updates and host meetings with advisors during data transition
Manage, develop, and maintain reports for use by various departments
Assist Senior Data Analysts with:
Data Comparison
Data Import / Export
Data Clean up
Data Entry

Must haves:

Bachelor's Degree in or equivalent work experience
2+ years of experience working data in business environment
Proficiency in SQL, MS Office products, specifically Excel
Excellent problem-solving and analytical skills
Strong attention to details
Experience with business intelligence tools
Strong oral communication skills
Strong written communication skills
Strong data entry/keyboard typing skills
Self-motivated, demonstrate high level of initiative

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