Data Analyst

Data Analyst (Remote)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

Are you a data enthusiast who thrives on solving complex business challenges? Do you love turning raw data into powerful insights that drive strategic decisions? If so, we want you on our team!

We are seeking a dynamic and self-driven Data Analyst to join our Wealth Planning Analytics team. In this role, you’ll collaborate across departments to deliver impactful analytical insights and reporting that bring clarity and context to our company’s objectives. This is your opportunity to make a real difference in a fast-paced, data-driven environment.

Responsibilities:

• Work with cross-functional teams to understand “why” behind business needs, explore future opportunities, and develop data-driven solutions that deliver value.
• Collaborate with data engineers and business stakeholders to build scalable, well-structured datasets that support analytical use cases.
• Present key findings in a clear, concise, and actionable way to support effective decision-making.
• Analyze unstructured data (e.g., text, documents, customer feedback) using Generative AI tools to extract insights and support business strategy.
• Experiment with and apply GenAI models (e.g., AWS Bedrock, SageMaker) to enhance data interpretation, automate reporting, and generate predictive insights.
• Define metrics and analytical strategies to uncover customer insights and measure performance.
• Ensure data quality and consistency across sources, driving toward a 'single source of truth.'
• Build and maintain automated reports, dashboards, and self-service tools to empower teams.

Requirements:

• 1-3 years of experience analyzing both quantitative and qualitative data.
• Proficiency in SQL with some knowledge of Python / R.
• Experience working with data warehouses, unstructured data, and AWS services alike.
• Advanced skills in data visualization tools such as AWS QuickSight, or similar.
• Familiarity with machine learning algorithms for predictive modeling (a plus).
• Experience with Generative AI (GenAI) tools and frameworks on AWS (e.g., Bedrock, SageMaker, or custom LLM deployments) a plus.
• Strong communication skills in an agile environment with the ability to work independently.
• A background in finance or retirement planning (401(k), IRA, etc.) is preferred but not required.
• A Bachelor’s degree in statistics, finance, or a related quantitative field (Master’s preferred).

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $93,000 - $110,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensati