Manager, Data Analytics and Reporting

Corient Private Wealth LLC.; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Manager for Data Analytics and Reporting to lead data-driven initiatives. In this pivotal role, you will align analytics with company strategy, generate insightful reports, and ensure data quality while collaborating across departments. This position offers the chance to shape data strategy and promote a culture of data-driven decision-making. Join a dynamic team that values your contributions and supports your professional growth in a collaborative environment, where your insights will help shape the future of wealth management for high-net-worth clients.

Benefits

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Corporate Discount Program

Training Reimbursement

Volunteer days

Qualifications

• 3-5+ years in data-related roles with strong analytical skills.
• Proficiency in data analytics tools and ability to derive insights.

Responsibilities

• Drive data analytics roadmap and provide strategic insights.
• Collaborate with teams to understand and prioritize data needs.

Skills

Data Analytics

SQL

Python

Tableau

Excel

Data Visualization

Problem-Solving

Communication Skills

Education

Bachelor's Degree in Quantitative Discipline

Tools

DBT

Databricks

Salesforce

Addepar

Workday

Job description

Manager, Data Analytics and Reporting

Manager, Data Analytics and Reporting

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Drive Enterprise Data Analytics and Reporting roadmap, aligning initiatives with company-wide strategy and objectives
• Provide strategic and operational insights backed by data to functional teams across the company
• Define requirements for analytics and reports as well as for data layer and any necessary source data that underpin them
• Collaborate with cross-functional teams to understand and prioritize data and reporting needs (e.g., business KPIs, client segmentations, financial reporting, forecasting)
• Lead data analysis projects, ensuring high-quality, relevant insights and reports
• Generate reports and dashboards to analyze/track business performance and support business decisions
• Ensure enterprise data quality through automated data audits and other mechanisms, following business requirements
• Help shape data strategy by working with senior team members to determine best practices and data governance policies. Actively promote data-driven decision-making across the organization
• Translate complex data findings into clear, actionable insights for a range of audiences, both technical and non-technical
• Act as a subject matter expert for data-related issues, providing guidance to more junior team members
• Maintain clear and comprehensive documentation of data standards (e.g., sources, models, pipelines, etc.)
• Follow best practices in data analytics/engineering, including version control, security, and change management procedures

Qualifications & Requirements

• Distinguished academic track record in quantitative discipline
• Minimum 3-5+ year work experience in data-related roles
• Demonstrated proficiency in data analytics tooling (e.g., SQL, DBT, Python, Tableau, Excel)
• Ability to analyze structured/unstructured data and derive actionable insights
• Experience managing end-to-end analytics projects
• Ability to synthesize and present data insights in a way that drives decision-making
• Deep experience working with and joining disparate data sources
• Experience in applying advanced analytical approaches to deliver on key business objectives (e.g., forecasting, client segmentations, etc.)
• Preferred - data analytics or reporting-related experience with Databricks, Salesforce, Addepar, and/or Workday
• Experience growing and managing high-performing teams
• Manage projects and prioritize tasks effectively to deliver key projects
• Ability to communicate/ translate complex data insights into actionable business recommendations
• Strong analytical, problem-solving, and critical thinking skills
• Comfort with ambiguity and proven ownership mindset
• Effective communication, both orally and in writing
• Strong attention to detail with a high degree of accuracy and consistency
• Ability to lead projects end-to-end, in a structured way, and with minimal supervision
• High standards of professionalism and confidentiality

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts& Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

About Us

At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.