Demo

Capital Markets Specialist

Umba
San Diego, CA Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 4/27/2025

Umbs is looking for a Business Intelligence Analyst to join our team in our SD office. The Business Intelligence Analyst will capture, review data, and report on any trends and patterns shown.  Once the results are analyzed, the Business Intelligence Analyst will recommend actions that the company should take to meet their goals.

The ideal candidate will be motivated, dependable, team-oriented, and driven to produce quality work. They will have experience managing reports for stakeholders across all business functions, including marketing, product, technology, and operations.

Responsibilities: 

  • Business intelligence – Generate information and reports from a variety of sources, including the company's data, any industry information available and public data.  Analyze the marketing strategy by reviewing any related products, markets or trends known. Use data and any tools available to report results to potential customers.
  • Identify market opportunities – Investigate technological trends to identify opportunities for penetration in emerging markets and expand existing reach. Compile necessary BI information and materials to support actionable recommendations.
  • Research and test -  Research and explain the nature, effect, and results of system difficulties.  Work closely with Information Technology to satisfy data sampling, project analysis, testing verification, and other user requests from existing client databases.

Requirements: 

  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite or related software
  • Ability to collect and compile relevant data
  • Strong business analytical skills
  • Work well independently and as part of a team
  • Thorough understanding of the company's business process

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