Data Analyst, Wealth Management

Job Summary

A company is looking for a Data Analyst in Wealth Management (Remote).

Key Responsibilities:

• Conduct business domain analysis to support and optimize analytics processes and provide data-driven insights
• Collect, manipulate, and analyze complex datasets while producing reports and visualizations for decision-making
• Communicate findings and insights effectively to cross-departmental teams and contribute to change initiatives

Required Qualifications:

• Bachelor's degree in mathematics, economics, computer science, information management, statistics, or related field
• 5+ years of data analytics and reporting experience, preferably in financial services
• Strong understanding of business concepts, metrics, and processes within the relevant domain
• Experience with data mining technologies such as Alteryx, R, Python, SQL, and SAS
• Proficiency in BI applications such as PowerBI and Tableau for report development