Senior Data Analyst - Hybrid | WealthTech Insights

Envestnet; Berwyn (PA); Hybrid; USD 86,000 - 108,000; Full time

Job summary

Envestnet in Berwyn, PA is seeking a data analytics professional to transform aggregated financial data into actionable insights for advisors and enterprises. You will develop analyses to support investment decisions, financial planning, and client personalization, turning raw data into meaningful benchmarks and intelligence across platforms.

Collaborate with business stakeholders, product teams, and technology partners to ensure data quality and build dashboards that enable data review and

Qualifications

• Experience with SQL and Python.
• Experience working with Snowflake or Databricks.
• Experience using DBT for data transformation and modeling.
• Experience with data visualization and reporting tools.
• Ability to analyze and interpret complex data to support business decisions.

Responsibilities

• Provides and builds Data Analysis and Data Models services across multiple products, business or organizational areas.
• Interacts with business leaders to understand key objectives and concerns.
• Develops database logic to extract required information for reporting.
• Pulls, builds and analyzes relevant data from multiple data sources.
• Consults on predictive models, algorithms and probability engines.
• Designs, develops and implements dashboards and reports to facilitate data review and analysis.
• Monitors report and data availabilities and proactively communicates with clients on delays and issues.
• Drives successful projects by providing action-oriented analyses and a data-driven approach.
• Capable of building complex data logic that will turn into value for internal and external stakeholders.

Skills

SQL

Python

Tools

Snowflake

Databricks

DBT

Job description

Envestnet in Berwyn, PA is seeking a data analytics professional to transform aggregated financial data into actionable insights for advisors and enterprises. You will develop analyses to support investment decisions, financial planning, and client personalization, turning raw data into meaningful benchmarks and intelligence across platforms.

Collaborate with business stakeholders, product teams, and technology partners to ensure data quality and build dashboards that enable data review and