We are seeking a Data Analyst to help with translating, synthesizing and analyzing the data it captures. Key to the roll will be cataloguing data from various sources into common data categories. The Data Analyst will aid in the compilation of data insights sourced from the categories and provided by AdvisorTarget to its clients. The Data Analyst will evaluate data sets for trends and insights.
Requirements
- Minimum of three years of experience in a data analyst capacity in the investment management industry
- Knowledge of investments including Morningstar asset classes and investment products
- Broad understanding of the Asset Management and Wealth Management industry
- Experience with data pipelines and automating data insights
- Desire to continually educate oneself on the industries we serve, identify trends and translate them into opportunities for our solutions
- Team player while succeeding in a self-sufficient work environment
- Collaborate with the team’s AI SME to enhance the power of AdvisorTarget
- Ability to communicate technical findings as actionable insights to internal stakeholders and directly to clients
- Clean and organize data from various sources to build client files for delivery
- Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint
- Familiar with Google Workspace services
- Familiar with Google Analytics (GA4) data structures for site analytics
- Familiar with AI tooling and how to leverage its power
- Ability to write SQL queries to pull specific datasets for stakeholders
- Familiar with Email Service Provider systems like SendGrid, mailChimp, etc. for sending Email newsetters
- Familiar with HTML, CSS coding
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
To apply for this job please visit broadridge.wd5.myworkdayjobs.com.
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