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Capital Markets Data Associate - Wayne, PA, United States - WSFS Bank
Description
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more
We are the region's locally headquartered bank and wealth management company
We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve
We Stand For Service is more than part of our name, it's our mission and our purpose
The Capital Markets Data Associate will support the ownership of data and financial reporting leveraged by Capital Markets
This includes working with data sources throughout the bank, identifying critical elements within these sources, transforming the data into usable formats, and loading the data into various reporting platforms
Identify, transform, and load data sources from multiple bank subsystems into Power BI workspaces
Ensure the integrity of Capital Markets data sources and integrate with other data sources
Develop, maintain, and verify Power BI datasets for Capital Markets
Prepare weekly, monthly, and quarterly reports using Power BI, and Power BI embedded in PowerPoint and Excel
Develop and maintain reports that capture key performance indicators and key risk metrics
Validate data received in multiple formats to ensure data quality, integrity, and completeness for accurate reporting
Discuss patterns/trends, root causes, and recommended actions resulting from data analysis and use tools such as Power BI datasets and dataflows, Power Query, Snowflake, Microsoft Teams, SQL, SharePoint, Python, R, Excel, PowerPoint, HTML, and statistical tools
Minimum Qualifications:
Must have a Bachelor's degree in accounting or finance or data science or in Computer Science, Management Information Systems, or equivalent amount of education and/or directly related work experience A minimum of 2 years' experience related to accounting or finance or data science, preferably in a banking, financial services, or technology industry
Experience utilizing Microsoft Power Platform; familiarity with SQL, Oracle, FIS, Redpoint a plus
Proficiency in Microsoft Excel, Word, and PowerPoint
Must have the ability to work overtime as needed during peak reporting periods
If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at .
We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristicsAt WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.
6 billion in assets under management and administrationWSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments