Investment Analyst - Data

Title: Investment Analyst - Data
Location: Remote (NC preferred)
Type: 18 month contract with potential to FTE conversion

Investment Analyst to join on to the Wealth Management Team. Need a Data Analyst with a background in Wealth Management.

• Sql Server - Must Have
• Tableau - Must Have
• PowerBI - Nice to Have
• Subject matter experience in the data models of Brokerage (Pershing), Trust (FIS Trust Desk), Annuities and Life Insurance . Should have supported operational & management reporting for Wealth teams supporting individuals /LLCs .
• Trust & Brokerage is a must have.

Description:

Responsible for coordinating the successful delivery of complex Data Management initiatives working with cross functional teams. Will work closely with the product owner to execute on a roadmap to support management reporting for Wealth & Private Banking by building a Wealth Data Mart.

KEY RESPONSIBILITY:

• Partners in the development and implementation of detailed project and work plans for efforts.
• Elicits requirements from business owners. Documents and maintain the data mapping, metadata and business rules for the bank's wealth and private banking data.
• Provides detailed technical specs for data engineering .
• Conducts UAT and documents test cases
• Analyze existing reporting to make recommendations for a dimensional data model to support target state reporting in Tableau or other BI tools like PowerBI
• Conducts design sessions with business, data engineering to agree on granularity of the data that is required to support current and target use cases.
• Analyzes the data within the bank, identifies issues and makes recommendations to ensure adherence to consistent definitions, business naming standards, development of standard calculations, security requirements, etc.
• Develops and enforces methods and validation mechanisms for ensuring data quality and accuracy for the data sets in the Wealth Consumption /Wealth Data Mart.
• Entrusted with improving, and maintaining a high level of, data quality.
• Develops metrics and reporting requirements for ongoing monitoring of the bank's data. Identifies any issuers or anomalies in the quality of data within the bank's systems.
• Prioritizes the resolution of data quality related issues; counsels' business and technology representatives to have them resolved.
• Can define templates for artifacts which would be delivered as part of the data management function and interact with stakeholders from the lines of business.
• Support project planning, management, and requirements to ensure best practices are followed with regards to the build of the data mart
• Definition and implementation of Data Quality Controls and data movement controls
• Makes recommendations to ensure adherence to consistent definitions, business naming standards, development of standard calculations, security requirements, etc.
• Prioritization of Data Quality issues for remediation
• Knowledge of industry leading data quality and data protection management practices
• Basic Knowledge of data governance practices, business and technology issues related to management of enterprise information assets and approaches related to data protection.
• Strong analytical and problem-solving skills coupled with thoroughness and attention to detail is desired.
• SQL query skills for independent data analysis
• Excellent communication skills
• Ability to work with people across multiple work-streams.
• Must be able to work independently and proactively to take initiative to solve problem quickly.
• Demonstrated critical thinking: Capacity to learn and independent thinking.
• Action oriented change agent mentality with a strong drive for results.

QUALIFICATIONS:

• Bachelor's Degree Information Management Systems, Finance
• 8-10 years of experience in financial industry
• Subject matter experience in the data models of Brokerage (Pershing), Trust (FIS Trust Desk), Annuities and Life Insurance . Should have supported operational & management reporting for Wealth teams supporting individuals /LLCs .
• Trust & Brokerage is a must have.
• Expertise in metrics used by Wealth functions to evaluate Wealth teams and business.
• Good working knowledge of BI tools preferably Tableau and /or Power BI .
• Knowledge of Alteryx
• Familiar with Jira and other agile working methodologies
• Prior experience in Cognos would be beneficial to analyze existing reports.
• Experience with regulatory reporting for Wealth is a plus.
• Data Governance & Data Quality
• Data Analytics
• Financial Industry experience preferably in a Wealth Management function
• Basic understanding of Data Governance tools like Collibra
• Experience with databases ( Oracle, SQL Server , DB2)
• Knowledge of Python.
• Any experience with Loans & Deposits domains for a Private Bank is also helpful