Finance Data Analyst: SQL Insights for Wealth Management

Stifel Financial; Little Rock (AR); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial is seeking a Data Analyst to join the Digital Solutions group. You will translate business requirements into SQL queries, analyze complex data sets, and ensure data quality.

The role interfaces with product management and development teams to support firm initiatives and deliver actionable data insights. The position emphasizes collaboration with business users, an understanding of wealth management data, and the ability to build normalized data sets for enterprise-wide BI

Qualifications

• Bachelor's degree in IT, CS or Business Administration or equivalent work experience.
• 1–3 years’ investment, financial or technical experience.
• Strong SQL/T-SQL and data modeling skills.
• Proficiency in Excel; familiarity with AWS and Python preferred.

Responsibilities

• 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.
• 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 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 a subject matter expert for assigned raw data sets.

Skills

T-SQL

SQL

Data analysis

Excel

Python

AWS

Data modeling

Stakeholder comm

Education

Bachelor's degree

1-3 years’ investment/financial/technical experience

Tools

Ticketing systems

Office productivity software

Relational databases

AWS

Python

Job description

Stifel Financial is seeking a Data Analyst to join the Digital Solutions group. You will translate business requirements into SQL queries, analyze complex data sets, and ensure data quality.

The role interfaces with product management and development teams to support firm initiatives and deliver actionable data insights. The position emphasizes collaboration with business users, an understanding of wealth management data, and the ability to build normalized data sets for enterprise-wide BI