Demo

Wealth Management Data Analyst

US Tech Solutions
Cleveland, OH Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/1/2025

Job Description :

Top 3 Things looking for when reviewing resumes

Data mapping and modeling experience

SQL, SAS and Python

Flexibility to be a DA (complex dataset creation), lead mapping review meetings as needed, but also to fill a BA role to ensure continuity of delivery with business

Job Brief :

Join the Foundational Analytics and Wealth Delivery squad as Data Analyst within Enterprise Data and Information Services (EDIS)! Be part of a team that is focused on building robust enterprise data pipelines to support reporting, analytics, and business insights that drive critical business decisions. The Data Analyst will be responsible for data mapping, required to deliver vital information to the consumer population for multiple data assets.

Responsibilities :

Owns the attribution mapping details for data elements from the source systems to the target analytics data assets and Wealth-specific data solutions including, but not limited to star marts, extracts, hierarchies, and point-to-point solutions to support Wealth domain assets.

Independently translates business requirements to detailed mapping documents, develops and unit tests datasets building maintainable code to accelerate delivery through reusability, and performs peer code reviews.

Embraces mentorship and provides training for less experienced business and data analysts.

Provides continuous improvement ideas to reduce expenses, improve efficiency, and elevate quality.

Assesses the technical viability of new and emerging data solutions providing design guidance, technical recommendations, performance optimization, and development insights.

Contributes to technical documentation, specifications, and project artifacts for developing data solutions.

Adheres to and identifies standards and best practices to be extended beyond the Foundational Analytics and Wealth Squad.

Give input into Data Models and Entity Relationship Diagrams and use those documents to build efficient SQL.

Create and enhance context diagrams for data solutions to maintain auditability.

Provide all the business rules, transformation logic, derived column expressions, SQL, etc. to build mapping documents.

Participate and give feedback in Mapping Review Sessions and Data Architecture Review Sessions.

Knowledge of portfolio planning, project prioritization, and remediation planning activities.

Strong knowledge of Risk Management practices associated with Financial Institution or financial data.

Experience :

Education : Master’s Degree and 4 years data analytics experience, Bachelor’s Degree and 7 years data analytics experience, or equivalent military / work experience.

Possess strong written and verbal communication skills.

Experience in Google Cloud Platform, notable Big Query.

Experience programming in SQL, SAS and Python.

Experience in data mapping and modeling.

Preferred Skills :

Experience with Agile Methodologies, Jira, Confluence, Miro, and Asana.

Experience working with Wealth Systems including Envestnet, Pershing, GlobalPlus, and Omnipay Nextgen or similar products is highly preferred.

Extensive experience analyzing and interpreting business data leveraging various techniques including automation for data quality validations.

Experience in AbInitio or AbInitio Spectograph.

Experience working with APIs and a solution orchestration layer is a plus.

Education :

  • Master’s Degree and 4 years data analytics experience, Bachelor’s Degree and 7 years data analytics experience, or equivalent military / work experience.

About US Tech Solutions :

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com () .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. "

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