Strategy & Analytics Analyst, Assistant Vice President
Core
Support Wealth Management's enterprise data strategy and cloud modernization initiatives, including data migration to Snowflake and legacy decommissioning.
Role type
Strategy & Analytics Analyst (Assistant Vice President)
Builds
Centralized data domains on Snowflake, improved data discovery and consumption processes.
Domain
Financial Services / Wealth Management / Data Platforms
Deliverable
dashboards & analysis
Required skills
Data migration, requirements documentation, project tracking, data lineage, executive reporting, process improvement
Preferred skills
SQL, Snowflake, Tableau, Power BI, Excel, Jira, data governance, cloud data platforms
Responsibilities
Support data migration, modernization, and decommission initiatives; Intake and prioritize data capability requests; Translate business needs into requirements and user stories; Track project milestones, risks, and dependencies; Document data sources, lineage, and metadata; Build analyses, dashboards, and status materials; Prepare executive updates and roadmap summaries; Partner with business, technology, and governance teams; Support adoption through documentation and training; Identify opportunities to automate reporting and improve processes.