Business Intelligence Operations Analyst

2 weeks ago


Concord, California, United States AssetMark Full time

Company Overview:

AssetMark is a premier strategic provider of innovative investment and consulting solutions dedicated to serving independent financial advisors. Our mission is to empower advisors with investment, relationship, and practice management solutions that assist clients in achieving their financial goals.

Position Overview:

We are in search of a Business Intelligence Operations Analyst to join our Operations Intelligence team. This role is hands-on and requires collaboration with various departments to implement data-driven solutions that yield valuable insights for the organization.

Key Responsibilities:

  • Collaborate with Operations, Finance, IT, and other business units to create data solutions that align with AssetMark's strategic objectives.
  • Assess business requirements, develop key performance indicators, and design data models to facilitate effective reporting and dashboard solutions.
  • Analyze datasets to uncover and implement new reporting solutions that enhance business efficiency.
  • Design and develop processes for data extraction from diverse internal and external sources, transforming them into actionable insights.
  • Oversee production support for data processes to ensure business continuity and the integrity of reports and dashboards.
  • Work closely with IT teams and external vendors to identify and implement new business intelligence capabilities.

Required Qualifications:

  • Proven experience with SQL and SQL Server 2008 R2.
  • A minimum of 3-5 years of relevant experience in business intelligence within industries such as financial services, healthcare, or retail.
  • Expertise in manipulating large datasets and developing technology solutions based on data analysis.
  • Strong analytical skills with the ability to understand complex business processes and deliver insightful data solutions.
  • Experience with ETL software and proficiency in visualization tools, particularly Power BI.
  • Familiarity with enterprise data warehousing tools, preferably Azure.
  • Excellent communication skills, both oral and written, along with strong problem-solving abilities.
  • Self-motivated, detail-oriented, and capable of managing multiple tasks in a fast-paced environment.

Compensation:

The base salary range for this position is between $65,000 and $75,000, reflecting the expected compensation based on various factors including knowledge, skills, and experience.

Company Culture:

AssetMark is committed to fostering a diverse and inclusive workplace where every team member feels valued. Our culture is built on the principles of Heart, Integrity, Excellence, and Respect, and we strive to support our employees through a comprehensive benefits package.

Benefits Include:

  • Flexible Time Off
  • 401K with Employer Match
  • Medical, Dental, and Vision Coverage
  • Health Savings Account Contributions
  • Volunteer Time Off
  • Career Development Opportunities
  • Fitness Reimbursement
  • Hybrid Work Schedule


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