Wealth Reporting & Analytics Senior Analyst
Tasks
- Build data flows and consolidated analytics
- Conduct strategic and ad hoc analyses
- Design advanced dashboards and reports
- Develop data mining segmentation and customer profiling
- Ensure compliance with risk/regulatory standards
- Gather visualization requirements from business stakeholders
- Interpret analysis results and create actionable recommendations
- Mentor team members on reporting templates and visualization best practices
- Present insights to senior management and stakeholders
- Query structure and model data for reporting
- Translate technical insights into business decisions
Perks/Benefits
- N/A
Skills/Tech-stack
Business Intelligence | Customer Segmentation | Customer profiling | Dashboard Development | Dashboard Reporting | Data Flows | Data Mining | Data Modeling | Data Storytelling | Data Transformation | Data Visualization | Data extraction | Python | Quantitative analytics | Regression Analysis | SAS | SQL | Tableau | Tableau Prep
Education
Roles
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