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Tier-1 brand, mid-level generalist role, metro hiring, and broad BI/SQL requirements increase competition.
Role demands wealth-management client reporting and model management domain expertise, limiting cross-industry transferability.
Explicit 3+ years, mandatory SQL/BI skills, and finance domain experience make filters stringent.
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Manage daily operations and coordination of platform tasks ensuring accuracy, completeness, and SLA adherence for client reporting and model management.
Maintain and improve control environment with standardized procedures, audit-ready documentation, and governance artifacts to ensure data integrity and quality.
Build and utilize business metrics and dashboards to analyze trends, identify operational risks, and drive process improvements through collaboration with cross-functional teams.
3+ years of applied experience with formal training or certification in data analytics concepts.
Strong proficiency in SQL and experience with modern BI tools such as Tableau or Power BI for data analysis and visualization.
Experience in wealth management or financial services industry, specifically in process building and cross-functional project management.
Work Experience Required: 3+ years (explicitly stated)
Experienced in managing end-to-end operational workflows with proven ability to lead cross-functional initiatives and coordinate multiple stakeholders.
Analytical thinker with demonstrated ability to interpret complex data sets and translate operational needs into actionable improvements.
Comfortable operating in fast-paced, dynamic environments requiring multitasking and balancing multiple concurrent work streams.