onsite
Wealth Management Operations - Data and Business Intelligence Analyst - Plante Moran
Systems Engineer
Seeking a Data and Business Intelligence Analyst to partner with Wealth Management teams, translating business needs into data-driven solutions. Responsibilities include designing and maintaining scalable dashboards and reporting frameworks.
About the role
Key Responsibilities
- Partner with Wealth Management leadership, Operations, and Technology teams to translate business needs into data-driven solutions.
- Design, build, and maintain scalable dashboards, reporting frameworks, and key performance indicators.
- Develop and implement data models to support business intelligence initiatives.
- Analyze complex datasets to identify trends, insights, and opportunities for improvement.
- Collaborate with stakeholders to gather requirements and ensure data accuracy and integrity.
- Present findings and recommendations to various levels of management.
Requirements
- Proven experience as a Data Analyst or Business Intelligence Analyst.
- Proficiency in data visualization tools such as Tableau or Power BI.
- Strong SQL skills for data extraction and manipulation.
- Experience with reporting frameworks and KPI development.
- Excellent analytical and problem-solving abilities.
Skills
business intelligencedata analysissqltableaupower bireporting