Performance Insights Analyst
Core
Develop and deliver data-driven insights, analytics, and reports to support sales analytics, client intelligence, and business performance functions for ATB Wealth.
Role type
Performance Insights Analyst
Builds
Actionable insights, dashboards, and narratives for senior leadership and stakeholders to drive strategic decisions.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
SQL, Tableau, Power BI, data analysis, stakeholder management, narrative development, KPI tracking
Preferred skills
Wealth management industry knowledge
Responsibilities
Develop data-driven insights identifying opportunities for performance and growth; explore data to create net-new deliverables; collaborate on major projects; manage stakeholder relationships; develop narratives for key findings; partner with insights professionals; support strategic programs with metrics and KPIs; monitor existing reporting for trends and quality.
Seniority
Mid-level (4+ years experience)
