Senior Data Analyst
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Role details
Tech stack
Job description
Mandatory Required Skills
8 - 10 years
. Query Snowflake and Teradata environments to profile client segments and identify integration data anomalies. . Design, build, and maintain interactive Power BI/Tableau dashboards for wealth executives. . Conduct ad-hoc deep dives into customer journeys to measure the adoption of digital wealth tools. . Translate complex data findings into actionable insights for non-technical wealth advisors.
.Analytics Stack: Advanced Python, SQL and expert BI experience (Tableau or Quicksight). .Domain Skills: Solid grasp of wealth KPIs (AUMA, Net New Money, Fee yield, Client retention). .Soft Skills: Exceptional storytelling ability; turning metrics into strategic commercial recommendations.
Requirements
Query Snowflake and Teradata environments to profile client segments and identify integration data anomalies. . Design, build, and maintain interactive Power BI/Tableau dashboards for wealth executives. . Conduct ad-hoc deep dives into customer journeys to measure the adoption of digital wealth tools. . Translate complex data findings into actionable insights for non-technical wealth advisors.
.Analytics Stack: Advanced Python, SQL and expert BI experience (Tableau or Quicksight). .Domain Skills: Solid grasp of wealth KPIs (AUMA, Net New Money, Fee yield, Client retention). .Soft Skills: Exceptional storytelling ability; turning metrics into strategic commercial recommendations.
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