Envestnet UMP Data Analyst; Cleveland, OH

Overview

Envestnet UMP Data Analyst (4173-1) Cleveland, OH

Digital :
Microsoft Power BI

Digital :
Business Intelligence and Analytics Tools

Experience level:
Mid-senior | Experience required: 10 Years | Education level:
Bachelor’s degree | Job function:
Information Technology | Industry: Information Technology and Services | Pay rate :
View hourly payrate | Total position: 1 | Relocation assistance:
No | Visa sponsorship eligibility:
No

The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making. This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.

• Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
• Strong expereince in handling Flat files, and strong work experice in APIs
• Develop and maintain dashboards and reports using BI tools like Tableau or Power
  
  BI to track performance metrics across various data sources.
• Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
• Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
• Ensure data accuracy and integrity through robust quality checks and governance protocols.

• Qualifications include a relevant Bachelor’s degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.