The Business Intelligence Analyst plays a critical role in transforming complex wealth management data into trusted, actionable insights used by leaders and teams across the firm.
Requirements
- 2+ years of professional experience in Business Intelligence, Data Analytics, or Analytics Engineering
- 2+ years of professional experience in wealth management, investment management, financial services, banking, or a related financial industry
- Strong hands-on experience with Power BI (dashboards, reports, semantic models)
- Experience working with enterprise data warehouses and structured analytics datasets
- Proficiency in SQL and data validation across source systems and reporting layer
- Demonstrated ability to support multiple stakeholders and departments simultaneously
- Experience managing analytics work in a project-based environment
- Strong communication skills with the ability to clearly explain data insights
Benefits
- Choice of Medical Plans
- Health & Wellness Accounts
- Flexible Dental Coverage
- Vision Insurance
- Company-Paid Life & AD&D Insurance
- Company-Paid Disability Coverage
- 401(k) with Company Match
- Generous Paid Time Off
- Additional Leave and Time Off Benefits
- Dress Code
- Employee Recognition
- Team Incentive Plans
- Employee Assistance Program
- Exclusive Discounts
- Wellness Reimbursements
- Additional Perks
To apply for this job please visit www.paycomonline.net.
Follow us on social media