Business Data Analyst with Wealth Management Experience - Charlotte, United States - Indsafri

Description

We are seeking a highly skilled Senior Data Analyst with a minimum of 12-15 years of experience in data warehousing, preferably within the financial services sector.

The ideal candidate will possess a deep understanding of data analytics, data modeling, and business intelligence techniques, coupled with a proven track record of leveraging data to drive business outcomes.

• Analyze ingestion data sources to understand data structure, quality, and relevance to business objectives.
• Collaborate with stakeholders to gather requirements and define data mapping documents, ensuring alignment with business needs.
• Develop and maintain robust data warehousing solutions to support various business functions, with a focus on wealth management and asset management.
• Define transformation rules and data validation processes to ensure accuracy and consistency of data throughout the ETL (Extract, Transform, Load) pipeline.
• Perform data analysis, interpretation, and visualization to extract actionable insights and inform strategic decision-making processes.
• Identify opportunities for process improvement and optimization through data-driven methodologies.
• Ensure data integrity, quality, and consistency across multiple sources and platforms.
• Stay abreast of industry trends, best practices, and emerging technologies in data analytics and financial services.

• Bachelor's or Master's degree in Computer Science, Statistics, Mathematics, Economics, or a related field.
• Minimum of 12-15 years of experience in data analysis, data warehousing, and business intelligence, preferably in the financial services industry.
• Proficiency in SQL, data manipulation and analysis.
• Extensive experience with data warehousing concepts, including ETL processes, dimensional modeling, and data governance principles.
• Strong knowledge of financial instruments, wealth management, and asset management practices.
• Excellent communication skills with the ability to present complex findings to non-technical stakeholders.
• Proven ability to work independently and collaboratively in a fast-paced environment, prioritizing tasks effectively to meet deadlines.
• Relevant certifications (e.g., Certified Data Management Professional, Certified Business Intelligence Professional) will be a plus.