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Tier-1 bank, metro location, mid-level generalist role with common SQL/BI skills increases competition.
Role requires wealth management/financial services domain experience, limiting cross-industry portability.
Mandatory 3+ years, financial services experience, SQL and BI skills make filters strict.
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Manage day-to-day platform operational tasks including model management and client reporting, ensuring data quality and SLA adherence.
Maintain a strong data control environment and governance artifacts, supporting audit readiness and process improvements.
Analyze operational data, identify risks and bottlenecks, coordinate with cross-functional teams to improve workflows and resolve escalated client issues.
3+ years of applied experience with formal training/certification in data analytics.
Experience in process building and cross-functional project management within wealth management or financial services.
Proficiency in SQL and modern BI tools such as Tableau or Power BI.
Work Experience Required: Minimum 3 years in relevant field.
Experienced in managing end-to-end operational workflows and cross-functional initiatives in financial services or wealth management domain.
Strong data analysis capability combined with strategic problem-solving and operational risk identification.
Ability to coordinate multiple stakeholders including Technology, Product, Operations, and Client Services for seamless delivery.