PEAK6

Strategy & Analytics Analyst

PEAK6

full-time

Posted on:

Location Type: Hybrid

Location: Austin • Texas • 🇺🇸 United States

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Job Level

Mid-LevelSenior

Tech Stack

SQL

About the role

  • Collaborate with business unit leadership & supporting stakeholders to define project scope, objectives, deliverables, and timelines.
  • Develop project plans, track progress, manage risks, and adjust priorities as needed to ensure on-time delivery.
  • Coordinate projects & initiatives across cross-functional teams, including technology, finance, compliance, and operations.
  • Develop presentations and reports to communicate project findings, roadmap updates, and recommendations to leadership or external parties.
  • Gather, analyze, and interpret business and market data to support strategy development and operational initiatives
  • Document and analyze business requirements, workflows, and systems to identify inefficiencies and opportunities for optimization.
  • Track performance metrics and KPIs to evaluate project success and operational improvement efforts.
  • Partner with data & business application teams to design dashboards and reporting systems that align with business needs.
  • Develop standardized workflows for new processes, ensuring clear accountability, defined outcomes, and effective collaboration across cross-functional teams
  • Conduct gap analyses and root cause assessments to guide business decision-making processes.
  • Analyze financial data to identify business trends, risks, and opportunities.
  • Collaborate with the finance team to prepare reports and presentations for senior management or stakeholders.

Requirements

  • Bachelor’s degree in Business Administration, Finance, Economics, Information Systems, or related field (or equivalent work experience) required
  • 3+ years of relevant experience in business analysis, financial modeling, project management, or consulting within the financial services, fintech, or brokerage industries; previous experience at an Introducing Broker Dealer or Clearing Broker Dealer preferred
  • FINRA SIE License (or willing to obtain within 90 days of employment); Series 7 license preferred
  • Experience with project management methodologies such as Agile, Scrum, or Waterfall preferred
  • Proficiency with business analysis tools (Excel, SQL, BI tools) and financial modeling techniques.
  • Strong written and verbal communication skills, with experience presenting findings to non-technical stakeholders.
  • Highly organized, detail-oriented, and adaptable to changing priorities.
  • Analytical mindset with ability to view challenges from multiple perspectives and develop creative solutions.
  • Basic understanding of brokerage services, financial markets, and fintech practices.
Benefits
  • healthcare benefits (medical, dental and vision, EAP)
  • competitive PTO
  • 401k match
  • parental leave
  • HSA contribution match
  • paid subscription to the Calm app
  • generous external learning and tuition reimbursement benefits

Applicant Tracking System Keywords

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

Hard skills
business analysisfinancial modelingproject managementdata analysisgap analysisroot cause assessmentperformance metricsKPI trackingworkflow optimizationdashboard design
Soft skills
communication skillsorganizational skillsdetail-orientedadaptabilityanalytical mindsetcollaborationpresentation skillsproblem-solvingstakeholder managementtime management
Certifications
Bachelor’s degreeFINRA SIE LicenseSeries 7 license