Wealth Data Strategy & Analytics Analyst

Jobtailor; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a data strategy and analytics professional to support Wealth Management data migration, modernization, and governance initiatives in New York. You will translate business needs into requirements, build dashboards, and prepare executive-ready updates for leadership.

Collaborating with business, technology, analytics, data engineering, and governance teams, you will drive documentation, training materials, and scalable analytics adoption across the organization.

Qualifications

• 4–6 years of experience in strategy, analytics, product support, business analysis, project management, data platforms, or technology delivery.
• Strong analytical, communication, organizational, and problem-solving skills.
• Ability to document requirements and translate business needs into actionable plans.
• Familiarity with SQL, Snowflake, Tableau, Power BI, Excel, and Jira preferred.
• Understanding of data governance, data quality, metadata, lineage, and cloud data platforms preferred.
• Financial services, Wealth Management, Marketing, or client data experience is a plus.
• Undergraduate Degree required.

Responsibilities

• Support Wealth Management data migration, modernization, and decommission initiatives.
• Assist with intake, documentation, and prioritization of data capability requests.
• Translate business needs into requirements, user stories, and delivery documentation.
• Track project milestones, risks, dependencies, issues, and stakeholder decisions.
• Document authoritative data sources, lineage, metadata, and data quality considerations.
• Build analyses, dashboards, scorecards, and status materials.
• Prepare executive-ready updates, meeting materials, and roadmap summaries.
• Partner with business, technology, analytics, data engineering, and governance teams.
• Support adoption through documentation, training materials, user feedback, and communication plans.
• Identify opportunities to improve processes, automate reporting, and enable scalable analytics consumption.

Skills

Analytical skills

Communication

Organizational skills

Problem solving

Requirements documentation

Business analysis

Education

Bachelor's degree

Tools

Snowflake

Power BI

Excel

Jira

Job description

Jobtailor is seeking a data strategy and analytics professional to support Wealth Management data migration, modernization, and governance initiatives in New York. You will translate business needs into requirements, build dashboards, and prepare executive-ready updates for leadership.

Collaborating with business, technology, analytics, data engineering, and governance teams, you will drive documentation, training materials, and scalable analytics adoption across the organization.