As an analyst in the Data Intelligence Group (“DIG”), you will be responsible for identifying, developing, and supporting implementation of high-impact, high-priority opportunities to use data for better client/advisor outcomes or for Solutions business opportunities.
Job Responsibilities
- Create technical design, execute and implement of Data Intelligence use cases to drive better outcomes or expand business opportunities, by:
- Design architecture (including front-to-back design, authoritative data sources, how to deliver data to end users, vendor intelligence and build vs. buy recommendation)
- Partner with Technology, Operations, vendors, and other functions to implement use cases, with supervision from DIF
- Handle tactical projects dealing with automation
- Partner with the DIG Data Strategists in building, scoring, and presenting use cases to the Data Intelligence Forum (DIF) for approval
- Ensure ongoing successful delivery of team priorities defined by DIG team leads
Required qualifications, capabilities, and skills
- Strong analytical skills and business orientation with proven ability to use data and analytics to drive innovation and business results
- Strong programming skills and demonstrated history of completing projects using Python(pandas, numpy, scipy, scikit learn)
- 2+ years of experience in applied modeling and analytical problem solving with a strong quantitative focus
- Demonstrated experience working with engineering, developers, and other technology teams
- Critical thinking skills and the ability to work through problems, develop creative solutions, and act on those ideas through completion
- Bachelor’s degree; advanced degree in a quantitative discipline (math, statistics, economics, engineering, etc.)
Preferred qualifications, capabilities, and skills:
- CFA/FRM charter holder
- SQL experience preferred to handle large un-structured data, exposure to LLMs