Senior Data & Analytics Consultant

About the role

We are seeking several experienced Data & Analytics Consultants to support high-priority initiatives led by our Strategic Initiatives Office. The consultants will report to the Chief Data Officer and work day-to-day with a lead in the Strategy organization, partnering with business stakeholders and the Data team to provide data, analysis, insights and reusable data assets needed to advance priority initiatives.

Responsibilities

• Connect wealth management business needs with data and analytics, working with the Strategic Initiatives Office to translate priority business needs into rigorous analysis, insights, and decision support.
• Understand the wealth management business.
• Be highly analytical and data savvy.
• Be comfortable working with Strategy and business leaders to understand the questions they are trying to answer, determine how data can help, and translate analysis into meaningful business insights.
• Work quickly; may begin with questions that are not fully defined from a data or analytical perspective.
• Structure the analytical problem.
• Explore and interpret the data.
• Identify what is meaningful.
• Clearly communicate findings.
• Work within the organization's evolving data strategy and target state, making pragmatic trade-offs that support near-term needs while creating well-defined, reusable data assets wherever appropriate.

Skills

• Power BI – strong hands-on experience with data modeling, analysis, visualization, and development of business-facing dashboards and analytical solutions.
• SQL – advanced ability to query, integrate, manipulate, validate, and analyze large and complex data sets.
• Snowflake – experience working with and analyzing data within a cloud data platform.
• Databricks – experience with data exploration, transformation, and analytics preferred.
• Python – experience using Python for data analysis, manipulation, or automation preferred.
• Strong understanding of data modeling, data quality, and analytical data structures, including the ability to document data sources, business rules, calculations, transformations, and assumptions.
• Experience working across on-premises and cloud-based data environments is preferred.