Senior Data Analyst

MUST HAVE

wealth management KPIs (AUMA, Net New Money, Fee Yield, Client Retention) together with Snowflake, Teradata, SQL, Python and BI experience.

8 - 10 years

• Query Snowflake and Teradata environments to profile client segments and identify integration data anomalies.
• Design, build, and maintain interactive Power BI/Tableau dashboards for wealth executives.
• Conduct ad-hoc deep dives into customer journeys to measure the adoption of digital wealth tools.
• Translate complex data findings into actionable insights for non-technical wealth advisors.

Analytics Stack: Advanced Python, SQL and expert BI experience (Tableau or Quicksight).

Domain Skills: Solid grasp of wealth KPIs (AUMA, Net New Money, Fee yield, Client retention).

Soft Skills

Exceptional storytelling ability; turning metrics into strategic commercial recommendations.