Analytics Developer

About the role

You’ll act as a trusted analytics partner to leaders across Investor Services, Retail Sales, and Retail Supervision and Risk Management teams. In this role, you’ll sit at the intersection of business strategy, data, and communication—translating complex business questions into actionable insights that drive growth, improve client experience, and support data-driven decision-making.

Responsibilities

• Partner with stakeholders to clarify requirements, define success metrics, and scope reporting and analytics solutions, balancing business impact, feasibility, and delivery timelines.
• Design, build, and maintain business intelligence dashboards and reporting that provide clear visibility into performance, trends, and opportunities using modern BI tools (e.g., Tableau, Power BI).
• Translate analytical findings into clear, compelling narratives tailored to leaders and cross-functional partners, enabling confident, data-driven decisions.
• Develop and maintain SQL-based data queries and data sets, ensuring accuracy, consistency, and alignment with enterprise data standards.
• Collaborate with data engineering, governance, and analytics peers to deliver scalable, well-governed solutions that integrate across teams and systems.
• Proactively identify trends, risks, and opportunities, bringing insights forward—often before they’re requested—to support strategic and operational decision-making.

Requirements

• Bachelor’s degree in a quantitative or business-related field (or equivalent practical experience).
• 3+ years of professional experience in business intelligence, analytics, or data analysis, with demonstrated success supporting business partners in a consultative or liaison capacity.
• Strong relationship-building and communication skills, with the ability to listen, influence, and adapt messaging to different audiences.
• Proficiency in scripting languages, such as SQL, Python, etc., and experience translating business questions into structured data queries and analyses.
• Experience developing and maintaining dashboards and reports using business intelligence tools (e.g., Tableau, Power BI).
• Strong analytical and problem-solving skills, with attention to detail and a focus on delivering actionable outcomes.
• Able to manage multiple priorities in a dynamic, cross-functional environment while maintaining strong partner trust.

Qualifications

• Required Qualifications: Bachelor’s degree in a quantitative or business-related field (or equivalent practical experience), 3+ years of professional experience in business intelligence, analytics, or data analysis, with demonstrated success supporting business partners in a consultative or liaison capacity, strong relationship-building and communication skills, proficiency in scripting languages, experience developing and maintaining dashboards and reports using business intelligence tools, strong analytical and problem-solving skills, ability to manage multiple priorities in a dynamic, cross-functional environment while maintaining strong partner trust.
• Preferred Qualifications: Experience supporting Retail, Sales, or Client Service organizations within financial services, familiarity with cloud data platforms or enterprise data environments (e.g., BigQuery, Oracle), experience partnering with product, technology, or data engineering teams in a matrixed organization.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance