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Senior Data Analyst, Product & Distribution Strategy

Malvern, PA💼 Full-time🗓 2026-07-07 → 2026-07-31

Core

Senior data analyst supporting Personal Wealth business growth, retention, and forecasting through advanced analytics, time-series modeling, and AI/ML solutions.

Role type

Senior IC data analyst (product & distribution strategy)

Builds

Production analytics, dashboards, and strategic insights for Personal Wealth division

Domain

Financial services / Wealth management

Deliverable

production ML models | dashboards & analysis

Required skills

SQL, Tableau, Python (pandas, NumPy, stats/ML), driver/root-cause analysis, time-series forecasting, segmentation, exploratory modeling

Preferred skills

Graduate degree, mentoring/coaching

Technologies

SQL, Tableau, Python, pandas, NumPy

Responsibilities

Partner with Product and Distribution leaders to define analytical projects; acquire and validate structured/unstructured data; perform historical data analysis and trend surfacing; develop and own recurring reporting processes; create expert visualizations and presentations; mentor and coach the analytics community.

Seniority

Senior, hands-on IC with mentorship

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