Hybrid Financial Data & Automation Analyst

Lenmar Consulting Inc; Baltimore (MD); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A consulting firm is seeking a junior Financial Data Analyst in Baltimore to assist with automation and analytics solutions for a global financial services client. In this hybrid role, you will design, build, and maintain systems that enhance efficiency. Candidates must have at least 1 year of experience in finance, particularly in Wealth Management operations. Proficiency in Alteryx, UiPath, and Power BI is required, alongside strong analytical and communication skills.

Qualifications

• Minimum 1 year in the finance industry, preferably within Wealth Management operations.
• Advanced proficiency with Alteryx Designer and Server.
• Strong hands-on experience with UiPath Studio and Orchestrator.
• Deep knowledge of Power BI data modeling and visualization best practices.
• Working knowledge of DTC / Settlement operations.

Responsibilities

• Design and maintain automation and analytics solutions.
• Build Alteryx workflows to integrate data and enable analytics.
• Develop UiPath automations to process data from internal systems.
• Create Power BI data models and dashboards for reporting.

Skills

Alteryx

UiPath

Power BI

Data modeling

Analytical problem solving

Communication

Education

Bachelor’s degree in Finance, Information Systems, Engineering, or related field

Job description

A consulting firm is seeking a junior Financial Data Analyst in Baltimore to assist with automation and analytics solutions for a global financial services client. In this hybrid role, you will design, build, and maintain systems that enhance efficiency. Candidates must have at least 1 year of experience in finance, particularly in Wealth Management operations. Proficiency in Alteryx, UiPath, and Power BI is required, alongside strong analytical and communication skills.