Senior Data Analyst

Envestnet is seeking a Senior Data Analyst to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary:

Envestnet is seeking a Senior Data Analyst to join the Wealth and Banking Analytics Product team. As a Senior Data Analyst on the team, you will work with data platform teams, clients, sales and account management, operations, engineering, and product teams across Data & Analytics and Envestnet to continually improve and innovate products for customers across our Enterprise, Asset Manager, RIA and Banking market segments.  

As a Senior Data Analyst, you will be responsible for a set of data domains that include wealth portfolio management data, banking and consumer spend, financial planning and retirement, CRM, insurance and annuities, sustainable investing, trust, payroll, compliance, and healthcare to name a few. You will use your passion for data to analyze and prepare the data by adding business context in the form of logic, rules, algorithms, and models. You will work with Product Owners to understand strategic product requirements and turn them into implementable components in partnership with the Engineering teams. 

Job Responsibilities:

• Document, build and maintain data and reporting products to power our three Product pillars of data/connectivity, analytics/intelligence, and experiences for our customers
  
• Identify, define and document clear and complete reporting requirements with product owners and customers
  
• Perform data analysis on multiple data sets to identify sources, verify data quality, and ensure delivery to customers
  
• Partner with Engineering data delivery teams to ensure clear understanding of requirements and accurate sourcing of data
  
• Develop an understanding of the end-to-end data pipelines from source to data warehouse to end users
  
• Coordinate with and contribute to Data Governance and Data Quality management efforts to facilitate sourcing, definitions, and lineage
  
• Write and execute SQL queries for ad-hoc reporting and analysis
  
• Coordinate user acceptance testing with the Quality Management organization
  
• Participate in proof of concept and rapid prototyping projects
  
• Collaborate with product and engineering teams to advise on and build optimal data models, metrics, attributes, KPI’s, dashboards and visualizations
  
• Pull, organize, and analyze relevant data from multiple sources, using tools such as SQL, dbt and PowerBI
  
• Deliver data research results to technical and non-technical audiences.
  
• Document data product functional and technical requirements and collaborate with Engineering to build and implement them.
  
• Collaborate with architects and platform engineering teams to optimize queries for performance and efficiency
  
• Mentor and help junior resources on best practices, code reviews and deployment processes.
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

• 5-7 years of experience as a data analyst, BI developer, data engineer, or scientist.
  
• 5-7 years of advanced SQL skills with experience using data warehouses
  
• Experience building dashboards and data storytelling in a modern BI tool (Looker, PowerBI, Qlik, Tableau, etc.)
  
• Confidence applying software engineering principals (testing, version control, code reviews, DevOps, CI/CD, etc.) to the analytical development workflow.
  
• Excellent communication with technical and non-technical audiences.
  
• 5+ years working with and analyzing structured and unstructured data using SQL.
  
• Advanced understanding of data visualization principles and best practices.
  
• Experience communicating technical results to technical and non-technical audiences across all levels of an organization.
  
• Excellent analytical and problem-solving skills, combined with strong business judgement and an ability to present analyses in a clear and compelling manner.
  
• Strong understanding of data warehouse, relational and columnar databases.

Preferred Qualifications:

• Experience integrating, analyzing, and applying business rules to wealth management, financial, investment, and/or banking data
  
• Experience working with dbt, Snowflake, APIs, React or similar technologies
  
• AWS and Snowflake experience preferred
  
• Knowledge of data modeling, ETL/ELT, and data pipeline development a plus

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions company
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable match
    
  • Wellness Program

Envestnet is an Equal Opportunity Employer.

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