Senior Technical Business & Data Analyst
Core
Partner with Product Managers and business leaders to translate objectives into business, functional, and data requirements for wealth management technology solutions, reporting, and analytics.
Role type
Senior Technical Business & Data Analyst
Builds
Technology solutions, reporting, analytics, and operational initiatives for wealth management
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Requirements gathering and validation, Data analysis and interpretation, Data migration and transformation, SQL and database querying, AWS data lake technologies (S3, Redshift, Spark), Data visualization (Qlik, SSRS, Tableau), SDLC knowledge, Agile/Waterfall/Hybrid methodologies
Preferred skills
Legacy data analysis experience, Wealth management domain expertise, Microsoft Office tools (Excel, Visio, Access), Stakeholder management
Technologies
AWS (S3, Redshift, Spark, Kafka), SQL, Qlik, SSRS, Tableau, Microsoft Office, Visio, Access
Responsibilities
Lead discovery and requirements gathering for financial data use cases; Analyze financial and operational data to identify trends and gaps; Support data migration and transformation by documenting source-to-target requirements; Serve as liaison between business operations and application development; Collaborate on project planning, testing, and validation of business functions.
Seniority
Senior, hands-on IC
