Business Analyst-Wealth Operations

Overview This position performs complex data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses a wide scope of business practices, information, and industry trends.

Determines improvements or solutions to address identified issues. Prepares technical reports by examining and summarizing data, and creates specifications to support business initiatives. May oversee the work of less experienced analysts or assist in special projects as needed. Responsibilities Data Analysis

• Sources, compiles, and interprets data. Performs advanced data analysis, effectively communicating and directing analysis output. Operational Support

• Provides support for business operations by responding to inquiries, identifying issues, and working to improve team practices. Assists in streamlining daily workflow for overall unit, resolving escalated matters where possible.
  
  Implements recommended modifications and enhancements. May serve as an analytics resource to wider organization or business units. Identifying Objectives

• Determines business needs through complex analysis and reporting. Develops strategies to achieve company and department goals, and communicates these through the use of specifications, project plans, or other forms of documentation. Reporting

• Produces reports based on data analysis, industry trends, and process capabilities. Conveys patterns, problems, and areas of improvement.
  
  May develop process enhancements based on reporting. Qualifications Bachelor's Degree and 4 years of experience in Analytics, or Modeling, or Reporting OR High School Diploma or GED and 8 years of experience in Analytics, or Modeling, or Reporting