Wealth Enhancement is an independent wealth management firm seeking a Data Analyst to build and maintain reporting and analyzing key metric results. The role involves pulling data together from disparate sources and running key data processes.
Requirements
- Bachelor's Degree (or equivalent experience) in business; finance, economics or related
- 3 years’ data analysis experience in the financial services industry
- Proven ability to analyze large and complex data sets; can communicate findings in a way that is understandable to all audiences
- Ability to manage strong business relationship with colleagues, peers and business partners
- Able to present outcomes of analytic models in a manner easily understood by all business partners
- Experienced navigating complex data structures
- Must be self-motivated and independent, well-organized, able to work with minimum supervision
- Highly organized, detail-oriented and possessing a high level of integrity
- Strong cross-functional collaboration skills
- Advanced user of Microsoft Excel
- Experience with statistical / predictive modeling preferred
- Competent verbal and written communication skills
- Proficient with Microsoft Office Suite or related software
- Past Salesforce use preferred
Benefits
- Training and professional development
- Medical, dental and vision coverage
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually
- 12 paid holidays each year
- Paid parental leave and paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials