Business Analyst, Marketing Data
Atera
SQLTableau
Business Strategy & Reporting Analyst
Empower
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $70,800 - $99,975 per year
Job Level
Mid-LevelSenior
Tech Stack
SQLTableau
About the role
- Generate and distribute periodic reports to management and periodically update management dashboards\n
- Answer business questions by developing and communicating key findings and insights about investment products, sales opportunities, and clients from large data sets\n
- Inform and influence strategic business decisions related to investment product management, product development, and sales using meaningful data visualizations, and reports that tell compelling stories\n
- Partner with other internal teams to develop thought-leadership content for internal and external consumption\n
- Develop an in-depth understanding of the firm’s products, distribution channels, client segments, and overall operating model, and consistently apply the knowledge when performing complex data analysis, and synthesizing the insights
Requirements
- Prior experience in management consulting, strategy consulting, financial services, product management, business intelligence or an analytics-focused role\n
- Bachelor’s degree in a business-related field including finance and economics, STEM, Liberal Arts, or Operations\n
- Interest in asset management, wealth management, investment products, and financial markets\n
- Experience working with data visualization tools such as Tableau and Qlik\n
- Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences\n
- Outstanding analytical skills, research capabilities, attention to detail, problem solving skills and ability to deal with ambiguity\n
- Advanced capabilities in MS Excel and PowerPoint; experience working with data transformation tools such as SAS is a plus\n
- Ability to work independently with limited supervision and in a team environment\n
- Experience performing analysis and predictive modeling using Excel, SAS, SQL or similar tools\n
- Knowledge of one or two programming languages is a plus
