Agency Data Analyst

Capstone Colorado - a MassMutual firm

Capstone Colorado, a MassMutual firm, is on the lookout for a driven Agency Data Analyst. This critical role demands a love for data and precision, ensuring efficient reporting systems are in place to support top-level strategies. As a part of the leadership team's operational framework, the position calls for someone who thrives in a fast-paced environment and enjoys being a strategic partner.

In this role you can expect to have the responsibilities:

• Develop and optimize reporting structures for business insights.
• Build predictive models for advisor recruitment and growth strategies.
• Ensure operational efficiency with real-time data for decision-making.
• Automate and enhance data accessibility using modern tools.
• Proactively gather data to support high-level meetings and initiatives.
• Maintain accuracy and clarity in all reports and data presentations.

This role comes with the following benefits:

• Comprehensive medical, dental, and vision insurance
• Life insurance and short-term disability coverage
• 401(k) plan with a 5% company match
• Annual performance review

This role requires you to have:

• Data Analysis
• SQL
• Excel
• Tableau
• Power BI

You would benefit from having:

• Experience in financial or advisory sectors
• CRM systems proficiency

The company seeks a highly motivated individual who is data-driven, efficient, and technologically adept. They value candidates who demonstrate confidence, independence, and a detail-oriented approach to their work.