Lead Analyst Wealth and Distribution - Hybrid

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Summary

This position, in a strategic lead capacity, will have the opportunity to make a significant impact through the discovery, development, and execution of leading-edge analytics that answer important business questions. This role is viewed as an expert and will possess the acumen to translate insights into business intelligence and develop strategies leveraging data and analysis for growth, efficiency, and competitive advantage. 
This position will be able to produce exploratory analysis, reporting, and visualizations to serve the dual purpose of driving data decision making and delivering fact-based actionable recommendations.   As the lead analysts this role will collaborate across all levels of leadership for the purpose of identifying and delivering robust reporting and analytics capabilities to drive improved business performance, value, and outcomes. The analyst is viewed as a strategic expert and is responsible for; the oversight of success metrics and trends, along with prioritizing analytics and/or data work, leading cross-departmental projects, solving high-risk business problems, analyzing internal and external factors, analyzing large datasets and extracting insights.

Job Responsibilities:

• Business Domain Analysis:

• • Manage business relationship, understand business strategy and needs with an aim to create a trusted partnership. Participate in business strategy discussions and provide guidance and recommendations.

  • Communicate the analytics and/or data plan and insights with expert storytelling ability.

  • Define and size business opportunities/problems that can solved through analytics and/or data.  Assess and prioritize the opportunity to bring forward a value based, business outcome analytics and/or data solution. 

  • Design analytical and/or data solutions from a broad array of descriptive, diagnostic, predictive, and prescriptive techniques. Develop analytics and/or data roadmaps to support business strategy.

  • Plan, prioritize, and translate needs of the business and initiatives to deliver analytics and/or data solutions through cross functional execution across teams

  • Lead the analytics on projects with notable risk, complexity, and impact; develops the strategy for execution; provides functional thought leadership.

  • Analyze and anticipate internal and external business challenges and or regulatory issues; recommends process, product, or service improvements.

  • Shape how own and related discipline(s) and department(s) best integrate with the broader function.

  • Provide data driven insights impacting multiple business areas.

  • Help establish and achieve the business area(s) objectives and key results.

  • Responsible for the oversight of core metrics and key performance indicators for specific business area(s), leading and lagging indicators, forecasts, and related historical performance.

  • Solves unique and multifaceted problems with broad (often multi-year) impact on the business; requires conceptual and innovative thinking to develop solutions. Utilizes strong conceptual understanding of predictive analytics and data to partner with data analysts and data scientists to solve problems. Engages with multiple cross-departmental areas on problems, including senior leadership.

  • Acts as a resource for colleagues with less experience; may guide other analysts and or prioritize work. Leads projects with notable level of risk and resource requirements.

• Data Modeling, Reporting, and Business Intelligence:

• • Strategic understating of the relationships in multiple business area(s) data sets and how it changes and trends over time and the key business drivers; uses this understanding to accomplish own work and guide the work of other analysts.

  • Collect, manipulate, and analyze datasets pertaining to multiple business area(s); utilizes standard formulas, methods, and BI tools as are common in the i