Data Analyst

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