Lead Data Analyst
3 weeks ago
Job Summary:
We are seeking a highly skilled Data Analyst to join our team in Wealth Management. As a Data Analyst, you will play a pivotal role in driving strategic projects and product implementations, using your expertise to shape data solutions that align with high standards for data management and customer engagement.
Key Responsibilities:
• Lead requirements-gathering sessions with business stakeholders and secure project sign-offs.
• Develop and maintain essential documentation, including Business Requirement Documents (BRD) and source-to-target mappings.
• Ensure that data assets align with business requirements, liaising with cross-functional teams to secure alignment and address needs.
• Conduct data analysis, profiling, and metadata collection to support project goals.
• Lead User Acceptance Testing (UAT) activities with business teams and obtain final sign-offs for data components.
Requirements:
• 5-10 years of experience as a Data Analyst, ideally within Wealth Management, such as retail, retirement, institutional, or general accounts.
• Familiarity with Azure and experience with Generative AI (Preferred).
• Proven track record in data-centric project work, including master data management, data integration, and data warehousing/reporting in capital markets or investment banking.
• Skilled in SQL, with a demonstrated ability to write complex queries for data analysis.
• Adept at delivering comprehensive data documentation within tight project timelines.
• Strong verbal and written communication skills, with the ability to engage effectively at all organizational levels.
• Experience with major trading platforms, book of record systems, and performance management tools (e.g., Bloomberg Polar Lake, SimCorp Dimension, Findur, Apex, Eagle, Charles River, Sylvan, Calypso).
About Us:
We provide recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
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