What are the responsibilities and job description for the Business Insights Analytics Analyst position at Evolver Commercial?
The Business Insights Analytics Analyst will partner with the Business Insights Team to help us optimize our business data footprint, considering where we are today and the firm's long-term future state data and technology architecture. This role involves understanding business context and collaborating with various stakeholders across the organization to build scalable solutions that meet business needs while aligning with investment technology standards.
This position will report to the Head of Business Insights, matrix to the Investment Technology, and be a dedicated member of the Business Insights Team.
Responsibilities
- Gathering data needs across users, documenting and translating requirements.
- Agile planning with cross-functional team balance strategic initiatives and ad hoc requests.
- Quarterly planning with analytics team to align with firmwide initiatives.
- Designing models to combine client, marketing, industry, and proprietary data, etc.
- Incorporate proprietary data into shared analytics tools.
- Collaborating with colleagues on ideas and issues.
- Create visualizations and dashboards.
- Production dashboard development.
- Peer reviews and quality assurance testing.
- Code and query support and technical peer reviews.
- Maintaining data documentation.
- Teaching others on the team as appropriate.
Basic Qualifications
- 5 years of experience in Investment Management, Finance, Banking, or related field with applied experience in the following technologies: Tableau, Python, Azure DevOps, SQL, Snowflake, AI/ML.
- 5 years of experience and expertise in Tableau, SQL, and Snowflake development
- Four-year college degree or equivalent of 7 years related work experience
Preferred Qualifications
- Strong leadership and problem-solving skills with demonstrated ability to quickly learn and apply new concepts and technologies.
- Excels at communicating complex technical concepts in easily understandable business language, ensuring clear communication and effective collaboration across diverse teams.
- Demonstrated excellence in data wrangling, analysis, and UI/UX design
- Ability to work effectively and contribute to a team environment, as well as independently.
- Outstanding organizational and time management skills with strong attention to detail.
- Ability to manage multiple tasks, prioritize activities, and take initiative within area of responsibility.
- CFA Charterholder or desire to obtain the CFA preferred.
Evolver is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Actual salary will depend on factors such as skills, qualifications, experience, market and work location. The client offers benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies.
