Extract, manipulate, and analyze large datasets from multiple sources to support strategic wealth management decisions • Utilize advanced data analytics techniques to uncover trends, patterns, and actionable insights relevant to portfolio management, campaign management, and market performance • Design, develop, and maintain comprehensive dashboards and reports to effectively track performance metrics, client portfolios, and market dynamics • Continuously evaluate and optimize data analytics processes and tools to enhance operational efficiency and ensure data accuracy. • Experience with business intelligence tools such as Tableau, Power BI, or Qlik • Familiarity with machine learning techniques and statistical analysis in a financial context • Basic understanding of common practices related to financial data and reporting • Prior experience working in a wealth management firm or financial institution • Experience with Generative AI (Gen AI) is a plus.