Data Analyst IV
Job Description & How to Apply Below
We are on a journey to become a customer-centered digital leader and are seeking a motivated Senior Data Analyst to help drive strategic initiatives. Reporting to the Lead Data Analyst in the GWAM Data Office/Engineering team, you will work cross-functionally to ensure delivery of high-impact, data-driven projects in Wealth Management. Your work will align with our broader data strategy, leveraging modern technologies and best practices.
Job Responsibilities:
Required Skills:
- 5–10 years of experience as a Data Analyst in Wealth Management (Retail, Retirement, Institutional, or General Accounts)
- 2–3 years of hands-on experience with GenAI
- Working knowledge of Adobe Journey Optimizer
- Proven experience in master data management, data integration, data warehousing, and analytics in capital markets or investment banking environments
- Strong SQL skills for data querying, profiling, validation, and transformation
- Proven experience delivering documentation artifacts in large, complex environments
- Strong communication skills, both written and verbal, with stakeholders at all levels
- Experience with trading platforms and book of record systems such as Bloomberg Polar Lake, Sim Corp Dimension, Findur, Apex, Eagle, Charles River, Sylvan, Calypso
- Business analysis experience in building or managing data lakes or data warehouses
- Expertise in data modeling, ETL processes, and loading/validating datasets using SQL
- Ability to integrate new data sources into existing platforms (lake/warehouse)
Preferred
Skills:
- Exposure to Azure cloud technologies
- Experience with AWS Connect
- Background in Agile teams and methodologies
- Experience using big data technologies and analytics frameworks
Certifications:
[Specify if required or preferred – e.g., Certified Data Analyst, Azure Data Engineer Associate]
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