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Data Analyst 3

Primerica
Primerica Home Office, United States, United Statesfull_timeVerifiedPosted 13 Mar 2025
💰 $65,000/yr

About the role

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

The Data Analyst will work in the Securities Compliance department and act as the principal source of data analysis and reporting for Securities data. The primary responsibility is to complete data request on a pre-determined or ad-hoc basis. Queries will be written in SQL. Expert knowledge of SQL and relational databases are a requirement for this position. Typical reports are formatted in Excel but knowledge of other visualization software such as PowerBI, Tableau, etc. is desired.

Additional tasks will be to assist in data centric project work that could include serving as a data expert for the Securities Compliance team, including formulating and generating statistical reports, organizing and analyzing statistics to determine trends, or other data centric task.

This is a hybrid position - 3 days onsite, 2 days remote.
Salary Range: $65k - $90k

Responsibilities & Qualifications

Essential Functions:

  • Develops complex queries in SQL
  • Create visually appealing ad-hoc reports
  • Serve as data expert for Investment & Savings data
  • Identify and develop key indicators, reporting tools and mechanisms to provide new statistical data
  • Analyze data elements to validate that Investment & Savings related data is stored accurately

Knowledge, Skills, and Abilities:

  • Bachelor’s degree required. Business, Computer Science, Management Information Systems preferred or Bachelor’s Degree and equivalent relevant experience
  • 3-5 years relevant business experience in data or financial analysis with reporting experience
  • SQL skills are required
  • Advanced MS Excel skills are required
  • PowerBI / Tableau experience is desired
  • MS Access knowledge is a plus
  • Securities (FINRA) experience is a plus
  • Excellent research, analytical, organizational, and math skills
  • Excellent verbal and written communication and interpersonal skills
  • Self-motivated and a team player
  • Excellent judgment with the ability and experience to make significant strategic decisions
  • Ability to work independently while understanding when to seek advice/guidance
  • Ability to handle multiple and changing priorities simultaneously and extreme time sensitive deadlines

Preferred Qualifications:

  • FINRA Series Exams (SIE, Series 6, Series 26)

#LI-ND1

FLSA status:
This position is exempt (not eligible for overtime pay):

Yes

Our Benefits:

  • Day one health, dental, and vision insurance

  • 401(k) Plan with competitive employer match

  • Vacation, sick, holiday and volunteer time off

  • Life and disability insurance

  • Flexible Spending Account & Health Savings Account

  • Professional development

  • Tuition reimbursement

  • Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation,

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Company

Primerica

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