Business Data Analyst
qode.world
full-time
Posted on:
Location Type: Hybrid
Location: South Carolina • South Carolina • United States
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About the role
- The Business Data Analyst will support tactical and strategic projects that align and advance the vision of the Global Trust Business around optimizing the client, employee and control experience.
- Developing individual project artifacts as necessary including Business Requirements Documentation (BRD's), Functional Requirements Documentation (FRD's), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries.
- Support data needs of the business, through understanding of data tables in various applications, developing queries targeted to requirements, and interpret data to confirm delivery of what is needed.
- Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple, yet effective.
- Partner with business leaders to understand their unique needs and processes and how they can be streamlined in a way that enhances controls, create efficiencies and drives business growth.
- Partner with all constituents to ensure consistency of solutions across all trust centers.
- Support strategic initiatives from problem identification through requirements definition and solution implementation. This includes both long-term projects as well as daily ad hoc items that arise.
- Create key management presentations for various audiences that articulate our strategic initiatives and accomplishments.
Requirements
- Business Data Analysis with Wealth Management experience (10+ years).
- Strong in AWS and SQL queries and Python.
- Prime broker-dealer business, alternative investments, retirement funds, portfolio management
- Experience working with ledger book tools like Beta, and Fund Master would be a plus.
- Trade placing and execution on behalf of clients. Tools like Client worksheet balance, which advisors use to execute trades on behalf of the clients
- Client portfolio construction, Client portfolio rebalancing as per market conditions, etc.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Business Data AnalysisSQLPythondata queryingtest planninguser acceptance testingproject managementdata interpretationrequirements documentationprocess solutions
Soft Skills
communicationcollaborationproblem-solvingstrategic thinkingpresentation skillsorganizational skillsanalytical skillsclient relationship managementefficiency improvementstakeholder engagement