Finance Data Analyst: Predictive Modeling & Insights

Akaasa Technologies; Malvern (Chester County); On-site; USD 70,000 - 120,000; Full time

Job summary

Akaasa Technologies is seeking a Data Analyst to join its Analytics team. You will study transaction and portfolio data to uncover patterns and drive business strategy, including forecasting models for client behavior.

You will write SQL and Python to query data from Snowflake, BigQuery, and Redshift, build dashboards, and present insights to wealth advisors. The role emphasizes data governance and collaboration with data engineering.

Qualifications

• Advanced SQL with optimized queries, joins, subqueries, and window functions on large datasets.
• Proficiency in Python for data analysis and ML tasks.
• Experience with financial data and investment analytics is required.

Responsibilities

• Investment Behavior & Transaction Analysis: Query and analyze large, complex financial datasets to identify patterns in client buying, selling, and asset allocation behaviors.
• Predictive Modeling & Forecasting: Develop, validate, and maintain forecasting models and ML algorithms to predict churn, net new assets, trade propensity, and lifetime value.
• Advanced Data Querying: Write efficient SQL queries and Python scripts to extract, transform, and analyze data across databases and cloud data warehouses (Snowflake, BigQuery, Redshift).
• Insights & Strategy Presentation: Translate findings into clear, actionable recommendations for leadership, portfolio managers, and wealth advisors.
• Dashboard & KPI Development: Design and maintain executive dashboards to track client metrics, trade volumes, and model performance.
• Data Governance & Integrity: Collaborate with Data Engineering and Data Governance to ensure data quality, compliance, and security.

Skills

SQL

Python

Financial investment securities domain

Tools

AWS Bedrock

AWS Glue

AWS S3

Job description

Akaasa Technologies is seeking a Data Analyst to join its Analytics team. You will study transaction and portfolio data to uncover patterns and drive business strategy, including forecasting models for client behavior.

You will write SQL and Python to query data from Snowflake, BigQuery, and Redshift, build dashboards, and present insights to wealth advisors. The role emphasizes data governance and collaboration with data engineering.