ISG Specialist Business Support Senior Analyst
Company: Disability Solutions
Location: Pennington
Posted on: April 28, 2024
Job Description:
Job Description:Job DescriptionThe Investment Solutions Group
(ISG) Specialists provide advisors and clients with support around
a wide range of products and solutions for both brokerage and
fee-based accounts. The Business Support Sr Analysts will be part
of the COO group that supports business management and reporting
routines, as well as strategic initiatives across the Specialist
teams.
- The role will help support the team's data infrastructure
maintenance and ongoing development, as well as support reporting
routines across the teams.
- The role will also help support various business enablement and
governance functions for the ISG Specialist Group
- Responsibilities include:
- Support business reporting routines across the Specialist
teams, as well as help design, develop, and implement reporting for
new sales initiatives and campaigns.
- Write queries and pull data to support reporting workflows and
ad hoc requests from Specialist teams.
- Create informative and interactive data visualizations to
communicate complex data-driven insights to non-technical
stakeholders.
- Help prepare ad hoc reporting to senior leadership around team
activities and impact around sales initiatives and campaigns.
- Support various business enablement and governance routines
across the teams.Qualifications/Desired Skills:
- Candidate should be an experienced, enthusiastic,
self-motivated professional with a bachelors degree and minimum of
4-6 years of experience in the financial services industry
providing data and reporting solutions.
- High performer in a fast paced environment with attention to
detail and ability to manage and prioritize multiple
responsibilities.
- Self-starter that is able to work independently and collaborate
across teams with all appropriate stakeholders.
- Ability to design, create and manage database schemas that
integrate various data sources and systems to ensure efficient data
storage and seamless integration with user-facing
applications.
- Ability to work with large datasets to synthesize, analyze, and
form insights on business results as well as identify
opportunities.
- Extensive experience coding in SQL. Additional experience in
Python and/or R, along with running SQLs across multiple RDBMS
technologies (SQL Server, Oracle, Hadoop, DB2) a plus but not
required.
- Experience with data mining, aggregation, analysis and
visualization tools such as Alteryx & Tableau.
- Experience in Salesforce Lightning & CRM Analytics (Design &
Administration) would be a plus.
- Exposure to any machine learning / predictive AI technologies
would be a plus.Shift:1st shift (United States of America)Hours Per
Week: 40
Keywords: Disability Solutions, Trenton , ISG Specialist Business Support Senior Analyst, Professions , Pennington, New Jersey
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