Wealth Management Operations - Data and Business Intelligence Analyst
Core
Partner with Wealth Management leadership to translate business needs into data-driven solutions, dashboards, and reporting frameworks.
Role type
Data and Business Intelligence Analyst
Builds
Scalable dashboards, data models, and standardized reporting products for Wealth Management teams.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
SQL, data modeling, DAX, Power BI, Power Automate, Power Apps, ETL/ELT, data governance, data quality monitoring, API integration
Preferred skills
Familiarity with emerging analytics tools, cloud data platforms, machine learning/artificial intelligence concepts
Technologies
Microsoft Power Platform (Power BI, Power Automate, Power Apps), Black Diamond, CRM platforms
Responsibilities
Design and maintain scalable dashboards and data models; develop standardized reporting and data products; create and monitor data quality and exception reporting; collaborate on data integration and system enhancements; present insights to leadership and operational teams; manage reporting and analytics backlog.
Seniority
Mid-level, hands-on IC