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Data Analyst

Dallas, TX, United States

Data Analyst needs 3 years' experience

Data Analyst requires:

Dallas, Iselin, Waltham, MA, Charlotte, Denver, New York

Bachelor's Degree or equivalent of four (4) years of related work experience

• Minimum of three (3) years of 3 years of data analyst or similar experience

• Experience automating processes through use of tools including but not limited to Excel, VBA, SharePoint Designer or other low code development

• Strong technical, analytical and business skills

• Experience with processes including creation and maintenance of documentation

• Demonstrated experience performing analyses and solving problems and developing a solution

• Demonstrated ability to connect data and analysis to drive actions to make decisions in a consultative manner

• Direct experience with SQL analysis and reporting tools such as Tableau

• Proven ability to deliver results in a growing and changing environment

• Experience in extracting, transforming, loading and analyzing large data sets using Python and/or Alteryx

Preferred

• Experience working with retirement plans and services.

• Experience working across functions / businesses in a matrix environment that may include Product, Marketing, Legal, Risk, Compliance, Technology, Client Relationship Sales, Client Services, etc.

• Familiar with investment and annuity products

• Understand asset allocation and managed account products and services

Data Analyst duties:

• Support the conception, definition, and development of key capabilities and features of the model management system

• Review volume & control total reports to identify red flags, anomalies & potential issues.

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