Job Description :
Responsibilities
What you’ll do as a Data Analyst:
Collaborate with Project Manager, business partners and teammates to jointly identify data needs required to meet project objectives Requirement
Define and document standard calculation logic and business term definition in partnership with subject matter experts
Document Data Mapping requirements and Field Level Design documents by capturing the data transformations and business rules and providing the technical Specs as foundation for the subsequent ETL work
Reconcile source data with data at vendor to support transition to PWM DataHub and integrations to Wealth Applications
Perform data analysis to understand the source data, its structure and underlying data granularity
Build process flow diagrams that represent the flow of data between the different business processes and entities
Manage the end-to-end process for ad hoc data requests: Intake, Prioritization and Delivery
Build automated data quality check using combination of advanced SQL and Tableau, to ensure that data refreshes meet quality thresholds Requirement
Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports)
Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite
Write SQL code which is used for creating End user Views which in turn enables business stakeholders to retrieve key data /metrics/reports on demand anytime.
Qualifications
What skills you will use:
BA or BS in Management Information Systems, Mathematics, Computer Science, or Engineering required
3+ years of relevant experience in data analysis and/or data management
At least 2+ years of relevant work experience with background in wealth management and Foreign exchange
Experience working with Agile and/or Scrum methodologies preferred
Experience working with Financial data systems preferred
Experience working with software developers to implement robust interfaces between proprietary and non-proprietary systems
Expert in writing SQL
Excellent attention to detail and experience debugging code
Experienced in data modeling techniques
Strong quantitative and analytical skills - ability to quickly analyze data to identify key insights and apply them to the business
Knowledge of Private Wealth Management/Investment Management – with ability to interpret definitions and calculations from business language to developer logic
Knowledgeable of complex data models and software integration/delivery