What are the responsibilities and job description for the Senior Data & BI Analyst- Digital, Data, and Operations Risk position at Edward Jones?
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview:
The DDO Risk organization works together to identify, manage, and elevate the top risks of the Firm's Digital, Data, and Operations (DDO) divisions by consistently applying the Enterprise Risk Management framework, derived from the Chief Risk Officer (CRO), across all three divisions. Our goal is to create alignment, transparency and visibility into top risks and mitigation plans. This position is aligned to the Governance & Reporting team within the Risk Enablement vertical of DDO Risk. The Governance & Reporting team is focused on establishing governance and reporting structures to ensure leader visibility into top risks while developing risk profiles in Digital, Data and Operations, in alignment with Enterprise Risk Management. Other teams in Risk Enablement lead risk consultation and assessment execution for the Operations Transformation and AI efforts.
What You'll Do:
The Senior Data & BI Analyst in DDO Risk is responsible for proactively identifying impactful opportunities where analytics and business intelligence visualizations can inform the business and provide actionable insights to support business decisions and long-term strategy development. Responsible for the execution of divisional risk analytics and risk reporting. This role involves developing and delivering comprehensive risk reports and insightful analytics to support decision-making and risk management processes. Requires exceptional analytical skills, attention to detail, and ability to communicate findings effective to senior management and other stakeholders.
The DDO Risk organization works together to identify, manage, and elevate the top risks of the Firm's Digital, Data, and Operations (DDO) divisions by consistently applying the Enterprise Risk Management framework, derived from the Chief Risk Officer (CRO), across all three divisions. Our goal is to create alignment, transparency and visibility into top risks and mitigation plans. This position is aligned to the Governance & Reporting team within the Risk Enablement vertical of DDO Risk. The Governance & Reporting team is focused on establishing governance and reporting structures to ensure leader visibility into top risks while developing risk profiles in Digital, Data and Operations, in alignment with Enterprise Risk Management. Other teams in Risk Enablement lead risk consultation and assessment execution for the Operations Transformation and AI efforts.
What You'll Do:
The Senior Data & BI Analyst in DDO Risk is responsible for proactively identifying impactful opportunities where analytics and business intelligence visualizations can inform the business and provide actionable insights to support business decisions and long-term strategy development. Responsible for the execution of divisional risk analytics and risk reporting. This role involves developing and delivering comprehensive risk reports and insightful analytics to support decision-making and risk management processes. Requires exceptional analytical skills, attention to detail, and ability to communicate findings effective to senior management and other stakeholders.
- Build and maintain an understanding of data flows, sources, and data transformations across multiple domains.
- Define business and data requirements for reporting
- Analyze data to identify trends, underlying issues and/or meaningful insights, and generate digestible reporting that divisional leadership can use to enable informed risk decision-making
- Engage and consult in the division's implementation and use of the firm's GRC Tool, including reporting capabilities
- Assist Risk Leaders in developing risk strategy to maximize the firm's benefits while minimizing risk exposure, developing processes to control and monitor risk
- Lead the development and monitoring of KPIs and benchmarks, including the ability to communicate results to senior leaders.
- Serve as a technical and functional data subject matter expert
- Build and maintain a strong knowledge of data sets available. Extract, cleanse, and transform data to support analysis needs. Pressure test and validate logic and outputs against known sources and business acumen. Proactively identify data quality issues.
What Experience You'll Need:
What Could Set You Apart:
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***
- Bachelor's degree and/or equivalent experience
- 5 years' experience with at least 4 years analytic experience, including:
- Strong analytical, critical and systems thinking.
- Ability to research industry best practices and apply to work.
- Ability to draw insights from and/or identify outliers in data sets and generate action via digestible reporting.
- Analytical, problem-solving and systems thinking skills including the ability to independently identify, prioritize, monitor, communicate, and/or resolve issues, including root cause analysis.
- Proficient with visualization tools with a preference towards Power BI but also Tableau.
- Strong written and verbal communication skills, with ability to tailor communication based on the audience.
- Experience building reporting that requires connections and querying multiple data sources and applications and to assimilate this information into a reportable form.
- Ability to strategically plan and effectively execute on assigned projects.
- Proficiency in Microsoft Word, Excel, PowerPoint, Visio, as well as other software programs and databases.
What Could Set You Apart:
- Experience building solutions and executive/senior level reporting using SharePoint, Power BI and/or Tableau
- Experience as part of a dedicated first line of defense risk management function, including leading risk assessments.
- Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL). Understanding of join types.
- Experience using Microsoft's Power BI service capabilities, such as Dataflows and Datamarts, as well as experience with Power Automate
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
