Senior Data Analyst | Wealth Management Practice
Introduction
We are seeking a highly analytical Senior Data Analyst to lead data discovery, quality profiling, and Source-to-Target Mapping (STTM) for enterprise wealth management data platforms. This role serves as the critical bridge between wealth business teams and engineering developers.
Responsibilities
Data Profiling & Pattern Analysis
Source-to-Target Mapping (STTM)
Developer Collaboration & Bridge
Data Quality & Governance
Wealth Management Domain Application
Stakeholder Communication
Testing & Acceptance Support
Requirements
Minimum Qualifications
Experience: 5+ years of hands-on experience as a Data Analyst, Data Modeler, or Technical Business Analyst in enterprise data environment initiatives.
Advanced SQL Expertise: Proven mastery in writing complex SQL scripts (multi-table JOINs, CTEs, window functions, subqueries, and analytical functions) for data extraction and profiling.
STTM Documentation: Demonstrated experience creating explicit, comprehensive Source-to-Target Mappings (STTM) for ETL/ELT pipelines, reporting, or data warehouse migrations.
Data Quality & Profiling: Strong background in identifying data anomalies, missingness, structural inconsistencies, and data integrity issues.
Communication Skills: Exceptional verbal and written communication skills with proven experience leading technical specification reviews with software developers and architects.
Education: Bachelor’s degree in Computer Science, Information Systems, Data Analytics, Finance, or a related quantitative field.
Preferred Experience & Skills
Wealth Management Domain Knowledge: Direct experience working with financial, wealth, investment management, brokerage, or banking data domains (e.g., portfolio management, custodial feeds, advisory accounts).
MS Azure Cloud Environment: Exposure to or experience working with cloud data platforms on Microsoft Azure (e.g., Azure Synapse Analytics, Azure Data Factory, Azure Data Lake Storage, or Databricks on Azure).
Modern Data Stacks: Familiarity with modern data modeling concepts (Dimensional, Snowflake, Data Vault) and orchestration workflows.
Agile/Scrum Framework: Experience working in Agile/Scrum delivery models, managing user stories, and utilizing tools like Jira or Azure DevOps.
Core Skills & Competencies
Advanced SQL
Source-to-Target Mapping (STTM)
Data Profiling & Quality
Developer Communication
Wealth Management Domain
MS Azure Cloud
Data Pipeline Specification
Relational Modeling
Jira / Azure DevOps
Data Lineage