Source description
About the role
Job Title/Role
Sr. Data Analyst
Experience Level Required in Years
8 - 10 years
Mandatory Required Skills
- Query Snowflake and Teradata environments to profile client segments and
identify integration data anomalies.
- Design, build, and maintain interactive Power BI / Tableau dashboards for
wealth executives.
- Conduct ad-hoc deep dives into customer journeys to measure the adoption of
digital wealth tools.
- Translate complex data findings into actionable insights for non-technical
wealth advisors.
Please share the Detailed Job Description
Analytics Stack: Advanced Python, SQL and expert BI experience (Tableau or
Quicksight).
Domain Skills: Solid grasp of wealth KPIs (AUMA, Net New Money, Fee yield,
Client retention).
Soft Skills: Exceptional storytelling ability; turning metrics into strategic
commercial recommendations.
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