About the role
Entry-level analyst role focused on delivering data-driven insights and reporting for wealth management business lines. Responsibilities include building dashboards, analyzing client and portfolio data, and supporting strategic decision-making.
BankingOnsite
Key Responsibilities
- Develop and maintain interactive dashboards and reports using Tableau, PowerBI, and Excel to track key business and client metrics
- Analyze large datasets to identify trends, opportunities, and risks within wealth management portfolios and client segments
- Partner with business stakeholders to translate analytical findings into actionable recommendations
- Automate recurring reporting processes to improve efficiency and accuracy
- Support ad-hoc analytical requests from senior management and client-facing teams
- Ensure data integrity and quality across all analytics deliverables
Requirements
- Bachelor's degree in Finance, Economics, Statistics, Mathematics, Business, or Computer Science
- 0-2 years of experience in data analytics, business intelligence, or related field
- Proficiency in SQL for data extraction and manipulation
- Experience with data visualization tools such as Tableau or PowerBI
- Strong Excel skills including pivot tables, formulas, and macros
- Familiarity with Python or R for statistical analysis preferred
- Understanding of financial markets and wealth management products is a plus
- Excellent analytical and problem-solving abilities
- Strong communication skills to present findings to non-technical stakeholders
- Detail-oriented with a commitment to data accuracy