The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
Strong expereince in handling Flat files, and strong work experince in APIs.
Develop and maintain dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
Ensure data accuracy and integrity through robust quality checks and governance protocols.
Qualifications include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.
MUST HAVE:
This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
Experience in Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
Strong experience in handling Flat files, and strong work experience in APIs.
Experience Developing and maintaining dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
Qualifications include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.