Data Analyst

The Value Maximizer; South Carolina; On-site; USD 80,000 - 120,000; Full time

Job summary

A finance and data solutions company based in South Carolina seeks an experienced Data Analyst to support strategic projects within the Global Trust Business. The successful candidate will have a strong background in data analysis, Python, AWS, and SQL, as well as proven leadership skills. Responsibilities include developing documentation for projects, interpreting complex data, and ensuring compliance with regulatory requirements. This role requires collaboration across various teams to drive improvements in processes and efficiencies.

Qualifications

• 10 years experience in Data Analysis, with Wealth Management experience.
• 5 years in Python and 3 years in AWS and SQL queries.
• WM Domain knowledge required.

Responsibilities

• Support tactical and strategic projects for the Global Trust Business.
• Develop Business Requirements Documentation and testing documents.
• Understand data tables and develop targeted queries.
• Translate regulatory requirements into simple technology solutions.
• Partner with business leaders to enhance controls and create efficiencies.

Skills

Data analysis

Problem-solving

Leadership

Communication

Python

AWS

SQL

Tools

Client worksheet balance

Beta

Fund Master

Job description

DATA ANALYST Fort Mill, SC Role and Responsibilities: The candidate will be a detail-oriented strategic thinker with a passion for solving complex problems and building consensus. They must possess an unrelenting problem-solving obsession and a strong desire to make their mark on the organization. They must be as comfortable analyzing and reconciling large amounts of complex data as they are leading high-level meetings and driving deliverables. This is a global role and will require schedule flexibility to accommodate different time zones.

Key Responsibilities

• The Data Analyst will support tactical and strategic projects that align and advance the vision of the Global Trust Business around optimizing the client, employee and control experience. The Business Analyst will also get involved in day-to-day ad hoc items that arise and require oversight and leadership. There is a strong emphasis on control and remedial project work.
• Developing individual project artifacts as necessary including Business Requirements Documentation (BRDs), Functional Requirements Documentation (FRDs), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries.
• Support data needs of the business, through understanding of data tables in various applications, developing queries targeted to requirements, and interpret data to confirm delivery of what is needed.
• Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple, yet effective.
• Partner with business leaders to understand their unique needs and processes and how they can be streamlined in a way that enhances controls, create efficiencies and drives business growth.
• Partner with all constituents to ensure consistency of solutions across all trust centers.
• Support strategic initiatives from problem identification through requirements definition and solution implementation. This includes both long-term projects as well as daily ad hoc items that arise.
• Create key management presentations for various audiences that articulate our strategic initiatives and accomplishments.

Technical skills requirements

• 10 years experience in Data Analysis with Wealth Management experience 5 years in Python, 3 years in AWS and SQL queries. WM Domain knowledge required.
• Prime broker-dealer business, alternative investments, retirement funds, portfolio management. Experience working with ledger book tools like Beta, and Fund Master would be a plus.
• Trade placing and execution on behalf of clients. Tools like Client worksheet balance, which advisors use to execute trades on behalf of the clients. Client portfolio construction, Client portfolio rebalancing as per market conditions, etc.