What are the responsibilities and job description for the Data Analytics and Insights Specialist position at Financial Services?
About Our Ideal Candidate
We are looking for a highly skilled and experienced Business Analyst / Project Manager to join our team. The ideal candidate will have a proven track record of delivering successful projects and driving business growth, with advanced analytical and problem-solving skills, and excellent communication and interpersonal skills.
Key Requirements:
- 7 years of experience in hybrid BA/PM roles, ideally in Wealth Management or Financial Services.
- Proven experience with client reporting data, data integration, and functional data mapping.
- Deep understanding of data lineage, data governance, and enterprise-wide data ecosystems.
- Strong knowledge of Wealth Management systems.
- Hands-on experience with CRM and reporting platforms: Salesforce (mandatory), Seismic (preferred), Tamarac (a plus).
