Skills Needed:
*BROKERAGE EXPERIENCE REQUIRED*
Query relational databases-SQL
Financial services transactions-spending, cash management
Team handles Production support and then data governance and analysis.
Manager looking for 8-10 years experience
Must be able to work dynamic working scheduling
The client is seeking a Data Analyst to become a subject matter expert on customer financial transaction data, to define and document project requirements, to provide support to operations teams, and to partner with the data governance oversight committee to implement their strategic plans. Specifically, the analyst will become an expert on the data elements associated with retail and correspondent trading, cash management and spending, workplace investing, charitable gifts, and other benefits related datasets. The analyst help drive the creation of a data catalog, build a series of data quality rules, and supporting any new data sourcing and data-related research assignments. This person will be expected to facilitate requirements gathering sessions with customers, document the requirements, and propose design solutions. A strong candidate will have some background in brokerage-related concepts, database querying, data management, and solution design. The candidate must also have experience with the agile development methodology, project management-related best practices, and leadership.
This position is based in Boston, MA. The candidate will be expected to work in the Boston office 5-days per month to align with our team's scheduled connect weeks. All remaining working hours can be in-office or remote based on the candidate's preference.
Primary Responsibilities
Oversee and manage a program of projects focused on sourcing new datasets and building a controls framework to ensure those datasets have the highest possible quality rating.
Understand and document current state data definitions, scope, and process flows associated with our platform.
Drive an understanding and adherence to the principles of data quality management including metadata, lineage, and business definitions.
Plan and execute data catalog and data quality-related activities using a combination of vendor and in-house tools.
Work collaboratively with appropriate Tech teams to manage security mechanisms and data access governance.
Contribute ideas and information to solution design discussions.
Become a subject matter expert on data content, scope, and business process flows related to our platform.
Partner closely with quality assurance team to transfer knowledge, document use cases, and test software.
Partner closely with our production support team to research and diagnose data-related incidents reported by customers.
Oversee and implement process improvement initiatives specific to data management.
Facilitate meetings in an organized and efficient manner.
Ensure the technology capabilities are responsive to the needs of the business objectives.
Mentor other analysts on the team and work with senior leadership team to define best practices and strengthen our data analysis function.
The Expertise and Skills You Bring
Bachelor's Degree plus at least 5 years of experience in data analytics, or Master's Degree plus at least 3 years in data analytics
Scripting experience in SQL and familiarity with both relational and non-relational databases.
Strong desire and experience with data in various forms (data warehouses/SQL, unstructured data)
Experience with AWS services.
At least 2 years of experience delivering Data Governance and Data Quality Management concepts and practices within the financial services industry.
We as a team are motivated and show a strong desire to succeed.
We get things done while you are focused and passionate about delivering value.
We are great teammates to one another with a passion to use technology to help customers in an evolving regulatory marketplace

Education: Bachelors Degree
Additional client information: