Lead our clients and teams on their analytics journey which includes collaborating on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives, and aiding our clients in the implementation of these initiatives
Analyze and interpret trends or patterns in substantial and/or intricate data sets
Suggest strategies for easier preparation and blending of data to bolster analytics
Assist in creation of forecasting and predictive analytics models
Generate compelling insights through visual analytics, dashboards, and/or reporting
Conduct interviews with clients to perform current state/future state gap analysis and identify the root causes of challenges
Design process and data flows using standard flowcharting methodology

Requirements

2+ years of relevant experience in handling large data sets and interpreting data to derive impactful insights and recommendations
Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management
Strong understanding of capital markets across the trade and client life cycle; and typical systems and downstream processes (Risk, Finance, Compliance)
3+ years professional service experience or comparable experience working as an advisor to a financial services organization
Proficiency in one or more of the following: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, Databricks and/or R
Bachelor’s degree in Business, Economics, Engineering, Information Systems, Mathematics, or similar discipline
Willingness to travel based on client preferences

Benefits

comprehensive healthcare options, including medical, dental, and vision coverage
flexible spending accounts
401(k) with company matching
generous parental and maternity leave policies
technology stipends
wellness reimbursement programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysispredictive analyticsforecasting modelsdata visualizationdata preparationdata blendinggap analysisprocess designdata flow designtrend analysis

Soft Skills

collaborationstrategic visioncommunicationproblem-solvingclient engagementinsight generationanalytical thinkingadaptabilityleadershipinterpersonal skills