Envestnet UMP Data Analyst

5 Star Recruitment; Cleveland (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading recruitment firm is seeking an Envestnet UMP Data Analyst to optimize operational performance and support strategic decision-making. The ideal candidate will analyze large datasets, develop dashboards using BI tools like Tableau or PowerBI, and ensure data accuracy. Candidates should have a relevant bachelor's degree, over 3 years of relevant experience, and proficiency in SQL and Excel. This role requires strong communication skills and the ability to collaborate with multiple teams.

Qualifications

• 3+ years of experience in data analysis, specifically with large datasets.
• Proficient in SQL and Excel, experience with BI tools required.
• Scripting skills in Python or R are a plus.

Responsibilities

• Integrate and leverage data to drive actionable insights.
• Analyze, clean, and interpret large datasets.
• Develop and maintain dashboards and reports using BI tools.
• Collaborate with cross-functional teams for data integration.
• Ensure data accuracy through quality checks and governance.

Skills

Technical proficiency

Business acumen

Strong communication skills

Data analysis

Experience with APIs

SQL

Excel

Tableau

PowerBI

Education

Relevant bachelor's degree

Tools

Tableau

PowerBI

Python

R

Job description

About the job Envestnet UMP Data Analyst

Job Summary

• The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
• This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
• Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
• Strong expereince in handling Flat files, and strong work experince in APIs.
• Develop and maintain dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
• Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
• Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
• Ensure data accuracy and integrity through robust quality checks and governance protocols.
• Qualifications include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.

MUST HAVE:

• This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
• Experience in Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
• Strong experience in handling Flat files, and strong work experience in APIs.
• Experience Developing and maintaining dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
• Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
• Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
• Qualifications include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.