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Business Data Analyst

2 months ago

Charlotte, United States Incedo Inc. Full time

The candidate will be a detail-oriented strategic thinker with a passion for solving complex problems and building consensus. They must possess an unrelenting problem-solving obsession and a strong desire to make their mark on the organization. They must be as comfortable analyzing and reconciling large amounts of complex data as they are leading high-level meetings and driving deliverables. This is a global role and will require schedule flexibility to accommodate different time zones.


Key Responsibilities

• The Business Data Analyst will support tactical and strategic projects that align and advance the vision of the Global Trust Business around optimizing the client, employee and control experience The Business Analyst will also get involved in day-to-day ad hoc items that arise and require oversight and leadership. There is a strong emphasis on control and remedial project work

• Developing individual project artifacts as necessary including Business Requirements Documentation (BRD's), Functional Requirements Documentation (FRD's), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries

• Support data needs of the business, through understanding of data tables in various applications, developing queries targeted to requirements, and interpret data to confirm delivery of what is needed

• Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple, yet effective

• Partner with business leaders to understand their unique needs and processes and how they can be streamlined in a way that enhances controls, create efficiencies and drives business growth

• Partner with all constituents to ensure consistency of solutions across all trust centers

• Support strategic initiatives from problem identification through requirements definition and solution implementation. This includes both long-term projects as well as daily ad hoc items that arise

• Create key management presentations for various audiences that articulate our strategic initiatives and accomplishments


Technical skills requirements

• Business Data Analysis with Wealth Management experience (10+ years).

• Strong in AWS and SQL queries and Python.


WM Domain knowledge:

• Prime broker-dealer business, alternative investments, retirement funds, portfolio management

• Experience working with ledger book tools like Beta, Fund Master would be a plus.

• Trade placing and execution on behalf of clients. Tools like Client worksheet balance, which advisors use to execute trades on behalf of the clients

• Client portfolio construction, Client portfolio rebalancing as per market conditions, etc.