Senior Data AnalystThe Senior Data Analyst performs complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job is responsible for examining and identifying data patterns and trends that help answer business questions and improve decision-making. Under limited supervision, the Senior Data Analyst job is responsible for collecting data sources, analyzing and extracting key data and information. This job also evaluates and monitors data quality to meet the organization's information system needs and requirements.
Key Responsibilities and Duties- Applies mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
- Utilizes trends found from modelling to inform other lines of business such as product development and marketing decisions.
- Creates data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential future business decisions.
- Participates in development of detailed reports and conclusions for business, finance, and investment management based on data summaries.
- Identifies areas of opportunity and risk through data analysis and modelling.
- Provides information for additional research and analysis in line with statistical methodology.
- Partners with other areas of the business to model the potential outcomes of implementing various business strategies.
Educational Requirements- Bachelor's Degree or Equivalent Experience Required
Work Experience- 3+ Years Required; 5+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 7IC
Required Qualifications- 3 years of data analytics experience
Preferred Qualifications- 5+ years of data analytics experience
- 3+ years of SQL and data visualization experience (Tableau and/or Power BI)
- Excel modeling & relational databases experience
- Wealth Management background
Related Skills
Collaboration, Continuous Improvement Mindset, Data-Driven Business Intelligence, Data Engineering/Analytics, Data Visualization, Predictive Modeling, Problem Solving, Programming, Resourcefulness, Statistics, Story Telling
Anticipated Posting End Date:2026-07-27
Base Pay Range: $74,900/yr - $120,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
