Data Analyst, Wealth Management (Remote)

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 Description Summary

In this position, the analyst will have the opportunity to make a significant impact through the discovery, development, and execution of leading-edge analytics that answer important business questions. Additionally, this position will be able to produce exploratory analysis, reporting, and visualizations to serve the dual purpose of driving decision making and delivering fact-based actionable recommendations. The analyst will collaborate with key business partners for the purpose of identifying and delivering robust reporting and analytics capabilities to drive improved business performance. The analyst is viewed as a subject matter expert in the business area's data and is responsible for optimizing core metrics, running and establishing new analytic operations, participating in cross-departmental projects, solving complex business problems, analyzing large datasets and extracting insights.

Job Responsibilities:

Business Domain Analysis:

• Utilizes subject matter expert knowledge in specific business domain(s) and industry to:

• Support, optimize, and develop new analytics processes.

• Provide data driven insights impacting the specific business domain(s) through coherent reports and visualizations.

• Help shape the analytic solutions for the specific business domain(s).

• Help the business achieve its objectives and key results.

• Support the core metrics and key performance indicators for specific business domain(s), leading and lagging indicators, forecasts, and related historical performance

• Solve complex business domain problems; takes a new perspective using existing solutions. and approaches changes with flexibility.

• Act as a resource for colleagues with less experience; participates in and may lead small cross-departmental projects with manageable risks and resource requirements.

Data Modeling, Reporting, and Business Intelligence:

• Subject matter expert in understanding of the relationships in specific business domain(s) data sets and how it changes and trends over time and the key business drivers; uses this understanding to accomplish own work.

• Collect, manipulate, and analyze complex datasets pertaining to specific business domain(s); utilizes standard formulas, methods, and BI tools common in the industry and relevant to the current data in all phases (collection, analysis, reporting).

• Helps set direction, updates, and modifies reporting on core metrics and key performance indicators for specific business domain(s). Utilizes BI/Reporting tools to explore data and produce outputs.

• Solves problems that impact complex situations; analyses possible solutions using technical experience, judgment, and precedents within level of authority.

• Impacts a range of customer, operational, project or service activities within own team and other related teams; works within broad guidelines, best practices, and policies to meet deadlines.

• Collaborates with analytics engineering teams to setup data pipelines and deploy analytics solutions

Business Data Communications:

• Explains difficult or sensitive information; works to build consensus and influence. Contributes to change initiatives by suggesting ways to clarify ambiguity.

• Prepares presentations, reports, or visualizations and presents this information to various cross-departmental teams, while tailoring the presentation and insights to a level appropriate for the audience.

• Adapts to new situations such as teams, projects, or work processes.

• Champions relevant data to appropriate users in an organization and monitor the published data sources for usage/relevance/quality feedback. Works as part of a team dedicated to maintai