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 experience working with flat files and APIs.
Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI 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 bachelor's degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools. Scripting skills in Python or R are considered a plus.
Must-Have Skills:
Strong technical proficiency, business acumen, and communication skills to effectively collaborate with product, engineering, and operations teams.
Proven experience analyzing, cleaning, and interpreting large datasets from the Envestnet UMP platform, including client, advisor, and CRM data.
Expertise in handling flat files and working with APIs.
Hands-on experience in developing and maintaining dashboards and reports using Tableau or Power BI.
Ability to convert data findings into actionable business insights, focusing on trends in client behavior, advisor performance, and CRM engagement.
Experience collaborating across cross-functional teams to consolidate data and support strategic initiatives.
A relevant bachelor's degree, with at least 3 years of experience, and proficiency in SQL, Excel, and BI tools.
Knowledge, experience of working/using Python or R scripting skills are a plus.
Numbers & Facts
Location
Cleveland, OH
Salary
$55 Per Hour
Skills
Analysis Skillsunmatched
Application Programming Interface (API)unmatched
Business Intelligence Softwareunmatched
Business Skillsunmatched
Business Supportunmatched
Communication Skillsunmatched
Cross-Functionalunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer/Consumer Behaviorunmatched
Data Analysisunmatched
Data Qualityunmatched
Data Setsunmatched
Decision Supportunmatched
Operational Supportunmatched
Performance Analysisunmatched
Performance Metricsunmatched
Performance Tuning/Optimizationunmatched
Power BIunmatched
Product Engineeringunmatched
Python Programming/Scripting Languageunmatched
R Programming Languageunmatched
Reporting Dashboardsunmatched
SQL (Structured Query Language)unmatched
Scripting (Scripting Languages)unmatched
Strategic Planningunmatched
Tableauunmatched
Team Playerunmatched
Trend Analysisunmatched
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