Data Analyst with Wealth Management / Investment Banking experience(Need only W2 Candidates)

Data Analyst with Wealth Management / Investment Banking experience(Need only W2 Candidates)

Posted 7 days ago by RITWIK Infotech Inc

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Negotiable
Undetermined
Remote
Remote
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Banking Bank Reconciliations Data Analysis Data Quality Data Validation Data Visualisation Financial Data Management Pivot Tables And Charts Reconciliation Stakeholder Management Tableau (Business Intelligence Software) Verification And Validation Wealth Management

Summary: We are seeking a skilled Data Analyst to support Wealth Management and Banking initiatives across the US and Canada. The role involves independent data analysis, reporting, and insights to aid business decision-making. The ideal candidate will possess strong analytical skills and experience with financial data, while being able to collaborate effectively in a remote environment.

Key Responsibilities:

  • Conduct data analysis and reporting to support business, risk, and operational decision-making.
  • Collaborate with stakeholders to gather requirements and communicate insights.
  • Perform data quality checks and reconciliation.
  • Utilize data visualization tools to present findings.
  • Work independently in a remote setup.

Key Skills:

  • Data Analysis & Reporting
  • Wealth Management / Banking domain knowledge
  • SQL (advanced querying, data validation)
  • Excel (advanced formulas, pivot tables)
  • Data visualization tools (Power BI, Tableau, or similar)
  • Data quality checks and reconciliation
  • Requirements gathering & stakeholder communication
  • Ability to work independently in a remote setup

Salary (Rate): £37.50 hourly

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: IT

Detailed Description From Employer:

We are seeking a skilled Data Analyst to support Wealth Management and Banking initiatives across the US and Canada. This role requires working independently on data analysis, reporting, and insights that support business, risk, and operational decision-making. The ideal candidate will have strong analytical skills, experience working with financial data, and the ability to collaborate with stakeholders in a remote environment. Candidates based in or near Austin, TX are a plus, but the role is fully remote.

Key Skills:

  • Data Analysis & Reporting
  • Wealth Management / Banking domain knowledge
  • SQL (advanced querying, data validation)
  • Excel (advanced formulas, pivot tables)
  • Data visualization tools (Power BI, Tableau, or similar)
  • Data quality checks and reconciliation
  • Requirements gathering & stakeholder communication
  • Ability to work independently in a remote setup

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