Analytics and Reporting Manager

About the role

We help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.

Responsibilities

• Manage data analysts delivering dashboards, recurring reports, and ad-hoc analysis.
• Own delivery of data products underpinning management reporting, financial reporting, and regulatory reporting, including automated dashboards, reports, and other analytical outputs.
• Ensure data outputs are accurate, auditable, and trusted by internal and external stakeholders, and that underlying data processes, logic, controls, and documentation meet ICFR and audit expectations.
• Translate stakeholder needs into clear data specifications to meet business requirements.
• Act as a senior subject matter expert for enterprise analytics and reporting.

Qualifications

• 4-6+ years of experience in analytics or reporting roles.
• 2-3+ years of experience managing teams and complex reporting environments.
• Hands-on experience in enterprise reporting at a Financial Services firm or other environments subject to strong regulatory and audit requirements.
• Distinguished academic track record in quantitative discipline.

Skills and competencies

• Proficiency in SQL and Tableau; proficiency in DBT a strong plus.
• Strong command of best practices for data modeling, data transformations, and data quality frameworks to support scalable, enterprise grade data products.
• Strong analytical, problem-solving, and critical thinking skills.
• Effective communication, both orally and in writing.
• Strong documentation and attention to detail.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment, demonstrating strong organization, prioritization, and follow-through.