Asset & Wealth Management - Salt Lake City - Associate, Sales Support - 9308706

Job Duties

• Database management: source, aggregate and manipulate multiple data streams to ensure institutional consultant databases are updated completely and accurately.
• Data querying and manipulation: query, organize, and manipulate large quantities sourced from internal and external databases.
• Complete ad hoc data entry requests due to client demands.
• Cook with Public Investing Portfolio Managers and Institutional Sales to ensure all data is complete and accurate to suit client needs, necessary for inflow opportunities.
• Use information systems and Business Intelligence (BI) tools heavily to make the process more efficient and accurate.
• Conduct BI and data analytics for ad hoc analyses to generate institutional sales leads and provide high-quality insights to advisors and consultants.

Job Requirements

• Bachelor’s degree (U.S. or foreign equivalent) in Data Science, Information Systems, Business or related field, and two (2) years of experience in the job offered or in a related role.
• Prior experience must include two (2) years of experience with the following:
• Technical understanding of data analysis and use of BI tools (Alteryx & Tableau) to manipulate and visualize data;
• Project management including coordinating with multiple stakeholders to extract data from multiple resources, manipulate accordingly, and upload efficiently;
• Data modeling to combine and organize large sets of data from multiple sources;
• Reconciliation to identify the scope of issues and develop solutions to address each identified issue;
• Communication across product, sales, management, compliance, controllers and other groups;
• Automating multiple processes and reporting needs, including data modeling, manipulation, and visualization.

FINRA Series 7TO, 63, SIE required.