Strategy & Analytics Analyst, Assistant Vice President
Core
Support Wealth Management's enterprise data strategy and cloud modernization initiatives by centralizing data domains onto Snowflake and improving analytics consumption.
Role type
Strategy & Analytics Analyst (Assistant Vice President)
Builds
Centralized data domains on Snowflake, migration projects, and improved analytics discovery/access.
Domain
Financial Services / Wealth Management / Cloud Data Platforms
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Data strategy, project management, requirements documentation, stakeholder management, data migration, process improvement, SQL, Snowflake, Tableau, Power BI, Excel, Jira
Preferred skills
Data governance, data quality, metadata, lineage, cloud data platforms, Financial services experience
Technologies
Snowflake, Tableau, Power BI, Jira, SQL, Excel
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 dashboards and status materials for decision-making; 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.
Seniority
Mid-level (4-6 years), hands-on IC
