Operations Intelligence Analyst

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ or Concord, CA.

The Job/What You'll Do:

AssetMark is seeking a Business Intelligence Analyst for the Operations Intelligence team. In this hands-on role, this person will be responsible for partnering with various departments and business units to implement data solutions that will provide robust insights to the business. This includes creating processes for receiving and transferring data to and from various business partner systems, transforming and combining data from various sources, designing schemas for the data, developing critical metrics, and delivering reporting solutions. This individual must be capable of interfacing with all levels of the organization to achieve success.

• Partner with Operations, Finance, IT and other business functions to develop data solutions while ensuring alignment to AssetMark's business strategy and overall data strategies.

• Analyze business need, develop metrics, design and develop data models, as well as create reporting & dashboard solutions to make the metrics available to business users.

• Analyze data to identify and implement new data and reporting solutions that provide meaningful insight to improve the effectiveness of business areas.

• Design and develop processes to extract data received from various internal and external sources, transform them into meaningful data elements relevant to the business, combine various data elements, and load them into various types of database schemas.

• Manage the production support for data related processes to ensure business continuity, performance, and integrity of reports, dashboards, and other business visible data solutions.

• Work collaboratively with IT teams, internal business partners and external vendors to identify, understand, implement and support new business capabilities around business intelligence.

Required Knowledge, Skills, and Abilities

• Extensive experience with SQL, SQL Server 2008 R2.

• At least 3-5 years of relevant business intelligence experience working in the financial services, energy, marketing, advertising, mobile gaming, healthcare, biotech, retail, consumer goods, software, hardware, or related industries.

• Must have at least 3-5 years of experience manipulating large datasets and the ability to analyze data to develop various technology solutions.

• Must have strong business and data analysis skills and be able to understand complex business processes to develop meaningful and insightful data rich solutions that do not rely on infrastructure heavy technology platforms.

• Must have experience working with various types of ETL software directly or indirectly related to business intelligence solutions. Must be proficient with visualization and reporting solutions, preferably Power BI.

• Must have experience using an enterprise data warehouse or other large data warehousing tool, preferably Azure.

• Must possess excellent communication (oral and written) and problem-solving skills.

• Must be self-motivated, detail oriented and able to multi-task.

• Must be comfortable in a fast-paced, demanding and dynamic work environment.

Compensation: The Base Salary range for this position is between $65,000-$75,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off

• 401K - 6% Employer Match

• Medical, Dental, Vision - HDHP or PPO

• HSA - Employer contribution (HDHP only)

• Volunteer Time Off

• Career Development / Recognition

• Fitness Reimbursement

• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.