Discover exciting jobs in Data and Analytics.

Hiring Similar roles?

For Employers

Senior Data Analyst
Envestnet, Inc

  • Berwyn, PA 19312, United States
  • Full-time
  • Hybrid
  • No Salary Information Available
Posted 27 days ago

Envestnet, a pioneer in financial technology solutions, is focused on transforming the delivery of financial advice and wellness. With over two decades of experience, the company is committed to empowering financial advisors and professionals with cutting-edge tools and insights to enhance client engagement and outcomes. The Senior Data Analyst will join the Wealth and Banking Analytics Product team to drive innovation across various market segments.

In this role you can expect to have the responsibilities:

  • Maintain and develop data and reporting products
  • Define and document reporting requirements
  • Perform data analysis on diverse datasets
  • Partner with Engineering teams for data sourcing
  • Understand end-to-end data pipelines
  • Contribute to Data Governance initiatives
  • Execute SQL queries for analysis and reporting
  • Coordinate user acceptance testing
  • Participate in prototyping projects
  • Advise on data models and visualizations
  • Organize and analyze data using tools like SQL and PowerBI
  • Communicate data research results effectively
  • Document technical requirements for data products
  • Collaborate on query optimization with Engineering teams
  • Mentor junior team members
  • Adhere to corporate policies and practices

This role comes with the following benefits:

  • Health, dental, and vision benefits
  • Paid Time Off and Volunteer Time Off
  • 401K with company match
  • Annual bonus incentives
  • Parental stipend
  • Tuition reimbursement
  • Student debt program
  • Charitable match
  • Wellness program

This role requires you to have:

  • 5-7 years of data analytic experience
  • Advanced SQL and data warehouse experience
  • Dashboard creation and data storytelling proficiency
  • Software engineering principles in analytics
  • Effective communication with diverse audiences
  • Strong analytical and problem-solving skills
  • Deep understanding of data visualization principles
  • Knowledge of databases: relational and columnar

You would benefit from having:

  • Experience in wealth management and financial data analysis
  • Familiarity with dbt, Snowflake, and APIs
  • AWS and Snowflake expertise
  • Knowledge of data modeling and pipeline development

Envestnet is an established provider of technology-driven investment and practice management solutions, fostering growth and innovation in the financial advisory sector. The company values diversity and equal opportunity.

The content on this page is not written or managed by Alooba. Please reach out to Envestnet, Inc directly for any addtional information regarding this role.

Are you hiring a similar role?

Get a free consultation on hiring a Data Analyst.

Book Your Free Consultation