Data Analyst III – Investment Client Services – Hybrid

We are seeking a Data Analyst III to join our Investment Client Services team in a hybrid role based out of our Franklin, WI campus. The role involves turning data into meaningful insights that help leaders make informed business decisions, analyzing trends, building reports and dashboards, developing forecasts, and translating complex data into clear recommendations that support business priorities.

Requirements

• Analyze quantitative and qualitative data to identify patterns, trends, insights, and opportunities that support business decision-making.
• Create forecasts, reports, dashboards, and other analytical deliverables that help tell a clear story through data.
• Translate complex data and detailed analysis into business-friendly insights, recommendations, presentations, and written summaries.
• Partner with department leaders and business stakeholders to understand business questions, gather requirements, and deliver data-driven recommendations.
• Use analytics and metrics to improve processes, evaluate business impact, and support forecasting related to costs, risks, operational performance, and business outcomes.
• Develop a strong understanding of the business area you support and begin building deeper expertise in one or more business domains.
• Apply data visualization best practices to create clear, effective, and user-friendly deliverables.
• Seek to understand business processes, user needs, and operational workflows; document refined processes when needed.
• Identify and capture business requirements and support the development of KPI frameworks.
• Take initiative to design and develop analytical deliverables based on business needs, findings, and stakeholder priorities.
• Provide consultation to business partners and participate in cross-functional efforts to address business issues.
• Share results, insights, and best practices across teams to support continuous improvement and strengthen analytical capabilities.
• Apply creative problem-solving, curiosity, and new perspectives to improve how data is used to support business decisions.
• Embrace continuous learning, ambiguity, and collaboration in a fast-paced environment.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Tuition Reimbursement

Tagged as: Data Analysis