Data Analyst IV
4 days ago
We are seeking a Data Analyst IV to join our Data Engineering team within the GWAM Data Office. This role is ideal for a motivated and technically skilled individual with strong analytical and leadership capabilities who is passionate about data, technology, and customer-centric innovation. You will lead requirements gathering, conduct complex data analysis, and ensure the successful delivery of enterprise-level data projects aligned with business needs and strategic goals.
Key Responsibilities
- Lead business requirements sessions, collaborate with stakeholders, and secure sign-offs.
- Develop and maintain key documentation including Business Requirements Documents (BRDs), Source-to-Target Mappings (STMs), and other data analysis deliverables.
- Act as the liaison between business stakeholders, project teams, and technical teams to ensure alignment and delivery of valuable data assets.
- Conduct data profiling, metadata collection, and comprehensive data analysis to support project initiatives.
- Lead User Acceptance Testing (UAT) activities and obtain final approval from business users.
- Ensure all data solutions are aligned with organizational strategy and provide real business value.
Required Qualifications
- 7–10 years of experience as a Data Analyst, preferably in Wealth Management (e.g., Retail, Retirement, Institutional, or General Accounts).
- 2–3 years of hands-on experience with GenAI and Azure Cloud platforms.
- Experience with data-centric projects in capital markets or investment banking, including:
- Master Data Management
- Data Integration
- Data Warehousing
- Reporting platforms
- Proficiency in writing and optimizing complex SQL queries for data analysis and validation.
- Demonstrated experience delivering complete data documentation artifacts within tight project timelines.
- Strong verbal and written communication skills; able to clearly articulate data requirements and insights across all organizational levels.
- Familiarity with major financial and trading platforms, including:
- SimCorp Dimension
- Findur
- Apex
- Sylvan
- Calypso
- Experience developing data infrastructure within data lakes or data warehouse environments.
- Strong knowledge of data modeling, data profiling, validation, and ETL using SQL scripts.
- Expertise in integrating new data sources into enterprise data ecosystems.
Preferred Qualifications
- Background in large-scale financial services or investment firms.
- Certifications in data analytics, cloud platforms (Azure), or business analysis.
Certifications
- None required, but relevant data or cloud certifications (e.g., Azure Data Engineer, CBIP, CBDA) are a plus.
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