Data Analyst, Wealth Management

A company is looking for a Data Analyst in Wealth Management (Remote). Key Responsibilities: Conduct business domain analysis to support and optimize analytics processes and provide data-driven insights Collect, manipulate, and analyze complex datasets while producing reports and visualizations for decision-making Communicate findings and insights effectively to cross-departmental teams and contribute to change initiatives Required Qualifications: Bachelor's degree in mathematics, economics, computer science, information management, statistics, or related field 5+ years of data analytics and reporting experience, preferably in financial services Strong understanding of business concepts, metrics, and processes within the relevant domain Experience with data mining technologies such as Alteryx, R, Python, SQL, and SAS Proficiency in BI applications such as PowerBI and Tableau for report development

May 17, 2025 - 01:36

A company is looking for a Data Analyst in Wealth Management (Remote). Key Responsibilities: Conduct business domain analysis to support and optimize analytics processes and provide data-driven insights Collect, manipulate, and analyze complex datasets while producing reports and visualizations for decision-making Communicate findings and insights effectively to cross-departmental teams and contribute to change initiatives Required Qualifications: Bachelor's degree in mathematics, economics, computer science, information management, statistics, or related field 5+ years of data analytics and reporting experience, preferably in financial services Strong understanding of business concepts, metrics, and processes within the relevant domain Experience with data mining technologies such as Alteryx, R, Python, SQL, and SAS Proficiency in BI applications such as PowerBI and Tableau for report development