Sr. Technical Data Analyst
Core
Build BI dashboards, reports, and data pipelines for investment portfolio reporting and analytics for clients and end users.
Role type
Senior IC Technical Data Analyst (Financial Reporting & BI)
Builds
Interactive dashboards, scheduled performance/portfolio reports, ad hoc analytics, and data pipelines
Domain
Financial services / Investment management / Business Intelligence
Deliverable
dashboards & analysis
Required skills
Power BI, Tableau, Looker, SQL, NoSQL, ETL, Python, Java, VBA, data visualization, data cleansing, data governance, cloud platforms (AWS, GCP, Azure), database design
Preferred skills
D3.js, big data technologies, data mining, data integration
Responsibilities
Design and maintain BI dashboards for investor reporting; Produce accurate investment and financial reports; Develop self-service BI tools; Analyze investment data for trends and performance drivers; Partner with clients to gather reporting requirements; Combine data from multiple sources into reconciled datasets; Build and maintain data systems and pipelines
Seniority
Senior, hands-on IC