Enterprise Data Strategist | BI Dashboards & Insights

HJ Sims; Rockville (MD); On-site; USD 80,000 - 110,000; Full time

Job summary

HJ Sims is seeking a highly analytical and business-minded professional to transform how data is collected, organized, analyzed, and leveraged across the firm. This role supports Investment Banking, Wealth Management, and other functions, developing insights from diverse data sources and building dashboards for decision-making.

Reporting to the Head of Enablement and Transformation, you will establish a foundation for data governance, create executive reporting, and advocate best practices in

Qualifications

• Bachelor's degree or equivalent practical experience in a related field.
• Approximately 3–5 years of experience in investment banking, capital markets, data analytics, BI, or related role.
• Strong proficiency with Excel and experience working with large, complex datasets.
• Experience using BI/visualization platforms such as Power BI, Tableau, or similar tools.
• Experience with CRM systems (MS Dynamics and Salesforce), databases, and reporting platforms.

Responsibilities

• Maintain and improve enterprise datasets related to clients, transactions, prospects, business development activities, and market intelligence.
• Develop processes to improve data quality, consistency, accuracy, and governance across multiple systems.
• Identify opportunities to consolidate data sources and create more efficient reporting structures.
• Collaborate with business leaders to define and prioritize data needs.

Skills

Analytical thinking

Stakeholder management

Attention to detail

Storytelling with data

Curiosity about data

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

Excel

Power BI

Tableau

Microsoft Dynamics

Salesforce

Job description

HJ Sims is seeking a highly analytical and business-minded professional to transform how data is collected, organized, analyzed, and leveraged across the firm. This role supports Investment Banking, Wealth Management, and other functions, developing insights from diverse data sources and building dashboards for decision-making.

Reporting to the Head of Enablement and Transformation, you will establish a foundation for data governance, create executive reporting, and advocate best practices in