Note: The job is a remote job and is open to candidates in USA. The client is a well-established and growing national wealth management and financial planning firm. The Business Intelligence Analyst will transform complex data into practical insights by developing dashboards and reports, analyzing trends, supporting stakeholders, ensuring data accuracy, and using AI and automation to improve insight delivery.
Responsibilities
- Analyze and interpret data to create and distribute outputs for the Board, Executive Team, Finance, Advisory Leaders, Marketing, and other functional areas
- Design, develop, and support dashboards, analytics, and reporting solutions for a wide variety of BI datasets in partnership with business stakeholders
- Conduct ad hoc analyses and provide actionable recommendations to improve program performance and support data-driven decisions
- Audit warehouse data against source systems and update source systems or warehouse business logic to ensure accuracy and consistency
- Test new fields within source systems and the data warehouse to identify opportunities for trend analysis and enhanced insights
- Build and maintain marketing KPI reporting, including campaign performance, channel ROI, and dashboards; analyze channels, offers, and audiences using KPIs such as conversion rate, contact rate, and lead quality
- Use SQL to create tables in Microsoft Fabric to apply business logic to data and build lists for marketing content distribution
- Automate repeatable workflows (e.g., data refreshes, quality checks, report distribution) using approved tools to reduce manual effort and improve efficiency
- Collaborate with training teams to ensure accurate representation and understanding of data visualizations
- Communicate frequently and work closely with the offshore team during weekly check-ins to progress projects and deliver specifications for new outputs
- Respond to requests for analysis tools and data validation from all departments
- Maintain user access and visibility across the organization, ensuring sensitive data is accessible only to appropriate users
- Manage reports and schedules for firm-wide distribution
Skills
- • Bachelor's degree in Analytics, Data Science, or Computer and Information Science required
- • 3-5 years of experience in a BI analyst role or similar
- • Prior experience within a Registered Investment Advisor (RIA) or wealth management firm setting is required; candidates without direct wealth management/RIA industry experience will not be considered
- • Proficiency in Power BI or other data visualization platforms and experience with automation practices and systems
- • Analytical skills — Structures and processes qualitative and quantitative data to draw insightful conclusions; exhibits a probing mind
- • Attention to detail — Does not let important details slip through the cracks or derail a project
- • Communication — Speaks and writes clearly and articulately without being overly verbose
- • Flexibility / adaptability — Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change
- • High standards — Expects personal and team performance to be nothing short of the best
- • Intelligence — Learns quickly and demonstrates the ability to proficiently absorb new information
- • Teamwork — Reaches out to peers and cooperates with others to establish a collaborative working relationship
- • Experience with SQL, Python, Azure, or Microsoft Fabric
- • Ability to take complex data points and present them in an easy-to-understand manner; telling stories with data
- • Excellent interpersonal, communication, listening, and presentation skills
- • Excellent problem-solving and analytical skills
- • An understanding of financial services or RIA business needs, budgeting procedures, methods, and evaluation criteria
- • Team player, collaborative, able to work with and through others
- • Detail-oriented
Benefits
- This is a fully remote position.
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