Manager, Wealth Reporting Analytics & Automation
Core
Develops analytical and reporting solutions, automation, and data visualization to support Wealth Analytics and business objectives.
Role type
Manager, Wealth Reporting Analytics & Automation
Builds
Data visualization solutions, automated reporting tools, and self-serve analytics platforms for business stakeholders.
Domain
Banking / Financial Services / Data Analytics
Deliverable
dashboards & analysis
Required skills
SQL, SAS (Macros, Proc SQL), Microsoft Power BI, Fabric, Python, PySpark, AWS, ETL development, data storytelling, requirements gathering, stakeholder management
Preferred skills
Power Query, Power Automate, AWS migration experience
Technologies
SQL, SAS, Microsoft Power BI, Fabric, AWS, PySpark, Python, Power Query, Power Automate
Responsibilities
Acts as a trusted advisor to business groups; manages complex stakeholders; designs and implements new analytics solutions; cleanses and transforms data via scripting; promotes automation and self-serve analytics adoption; monitors tool performance and resolves technical issues; integrates data from multiple sources; designs recurring and ad-hoc reports and dashboards; develops training programs for non-analytical users; documents data flow and processes; applies Risk Management Framework in decision-making.
Seniority
Manager, strategic ownership & team guidance
