Data Analyst, Specialist

We are seeking a data visualization expert with a passion for transforming complex data into clear, actionable insights for senior leadership. This role will support the Distribution organization within Personal Investor, which focuses on how we engage with, serve, and grow relationships with our clients.

The ideal candidate is highly skilled in Tableau and SQL, has a strong sense of visual design and user experience, and enjoys partnering closely with business leaders to help them make data-driven decisions. The analyst will be responsible for a range of analytical tasks including ownership of enhancing our dashboard suite all the way through advanced analyses (drivers analyses, development of data-driven strategies to influence business strategies, forecasting, client segmentation modeling etc.)

The ideal candidate has:

• Expert-level visualization skills using tools such as Tableau
• Strong SQL experience, with the ability to write and troubleshoot complex queries
• Experience in Python and advanced analytics
• Demonstrated experience building executive-ready dashboards and visual solutions with a strong analytical mindset and attention to detail
• Desire & ability to collaborate closely with our business partners to consult & gather requirements
• Strong presentation skills with the ability to deliver actionable data stories to business partner motivating data-driven decisions.
• Exposure to distribution, sales, or client data

• Engages with internal partners to understand business strategy, questions, and goals. Brings structure to business requests, translates requirements into an analytical project approach, and supports projects through completion.
• Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
• Performs analyses of historical data to surface trends and insights using analytical methods.
• Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
• Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.
• Participates in special projects and performs other duties as assigned.

• Minimum of five years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• SQL and Tableau experience required.
• Python & Advanced analytics (e.g. predictive modeling, forecasting, clustering) experience preferred.