Data Analyst
Core
Analyze large datasets to uncover insights, build reports and dashboards, and support strategic decision-making in wealth technology.
Role type
Data Analyst
Builds
Reports, dashboards, and analytics tools for wealth management clients
Domain
Financial Services / Wealth Technology
Deliverable
dashboards & analysis
Required skills
SQL, Python, data modeling, PostgreSQL, Snowflake, AWS Quicksight, MS Excel, data analysis
Preferred skills
Financial Services industry experience
Technologies
AWS, Microsoft Azure, PostgreSQL, Snowflake, Sigma, AWS Quicksight, MS Excel
Responsibilities
Analyze and interpret large datasets to uncover key insights; Collaborate with stakeholders to identify data needs and deliver actionable solutions; Develop and maintain data processes to enhance efficiency; Document and maintain data mapping specifications and business rules; Assist in building reports, dashboards, and analytics tools; Identify inefficiencies in existing processes and recommend data-driven improvements; Partner with Data Engineers to support solution implementation
Seniority
Mid-level, hands-on IC
