Data Analyst

Stifel; Memphis (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Stifel is seeking a Data Analyst to support data extraction and reporting in Memphis, Tennessee. You will work closely with business users and product management to define data requirements and translate them into actionable queries.

The ideal candidate will have a bachelor's degree, 1–3 years of experience in financial services, and strong skills in T-SQL. This role emphasizes proactive communication and analytical problem-solving within the financial data landscape.

Qualifications

• Minimum 1–3 years of investment, financial, or technical experience.
• Solid understanding of financial industry terminology and concepts.
• Knowledge of financial services, specifically wealth management.

Responsibilities

• Service ad-hoc data extraction and reporting requests.
• Triage requests based on urgency and team workload.
• Build and leverage T-SQL queries for data analysis.
• Provide peer reviews of data requests from team members.

Skills

T-SQL

Analytical skills

Understanding of financial industry

Database design

Ability to create SQL queries

Education

Bachelor's degree in Information Technology

Bachelor's degree in Computer Science

Bachelor's degree in Business Administration

Tools

Microsoft Excel

AWS

Python

Job description

What You’ll Be Doing

The Data Analyst will work as a member of Stifel’s Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad‑hoc data extraction and reporting requests originating from various areas of the business as well as supporting discovery or solutions for firm data‑driven initiatives and developments. This position is expected to work with business users as well as product management and development teams to further define requirements, analyze pertinent underlying data to ensure proper use and then translate those requirements into queries that will provide the objective data sets. The Data Analyst will also act as a subject matter expert for assigned raw data sets as well as maintain documentation surrounding them.

What We’re Looking For

• Develop an understanding of the Stifel business & data models, and use that knowledge to optimize the relationship between the company and the customer.
• Field inbound requests from business users and product management and refine requirements until a full understanding is reached on the data being requested.
• Build and leverage T‑SQL queries to fulfill ad‑hoc data requests or support data analysis needs related to firm initiatives and developments.
• Perform due diligence on data produced to ensure quality and accuracy.
• Provide peer review of ad‑hoc data requests fulfilled by associate members of the Data Analysts team and provide assistance to fellow members as needed in larger project efforts.
• Proactively identify and recommend process and practice improvement within the team.
• Maintain strong communication with stakeholders, following up as needed to ensure all requests are being actively addressed and/or status is being communicated.
• Triage requests to focus first on more time‑sensitive items while maintaining awareness of overall team bandwidth and workload.
• Gain and utilize a strong understanding of company applications and business practices in the context of how they affect the firm’s data.
• Perform in‑depth analysis and act as subject matter expert for assigned raw data sets.

What You’ll Bring

• Solid understanding of financial industry terminology and concepts.
• Knowledge of financial services, specifically wealth management.
• Solid understanding of basic concepts of Microsoft T‑SQL and database design.
• Ability to leverage SQL to create queries which model and/or aggregate large complex datasets.
• Leverage these skills to grow abilities in developing normalized data sets for enterprise wide business intelligence purposes.
• Strong analytical skills focused on using logic and reasoning to identify complex relationships within a data structure as well as to research and discuss recommended uses.

Education & Experience

• Minimum Required: Bachelor’s degree in Information Technology, Computer Science or Business Administration or equivalent work experience.
• Minimum Required: 1–3 years’ of investment, financial or technical experience.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
• Experience with ticketing systems.
• Experience with office productivity, reporting, and technical documentation software.
• Exposure to systems monitoring tools and logging tools.
• Understands client/server computing architecture, user interfaces and application programming interfaces.
• Understand concepts related to relational databases.
• Ability to create intermediate SQL queries.
• Experience with AWS and Python is preferred.

Stifel is an Equal Opportunity Employer.