Envestnet UMP Data Analyst
Envestnet UMP Data Analyst
Posted on :
26-06-2025
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1 Vacancy
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Job Description
Job Summary
- The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights optimize operational performance and support strategic decision-making.
- This role requires a blend of technical proficiency business acumen and strong communication skills to collaborate across various teams including product engineering and operations.
- Analyze clean and interpret large datasets from the Envestnet UMP platform incorporating client advisor and CRM data.
- Strong expereince in handling Flat files and strong work experince in APIs.
- Develop and maintain dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
- Translate data findings into actionable insights highlighting trends in client behavior advisor performance and CRM engagement.
- Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
- Ensure data accuracy and integrity through robust quality checks and governance protocols.
- Qualifications include a relevant bachelors degree 3 years of experience proficiency in SQL Excel and BI tools with additional scripting skills (Python/R) considered a plus.
MUST HAVE:
- This role requires a blend of technical proficiency business acumen and strong communication skills to collaborate across various teams including product engineering and operations.
- Experience in Analyze clean and interpret large datasets from the Envestnet UMP platform incorporating client advisor and CRM data.
- Strong experience in handling Flat files and strong work experience in APIs.
- Experience Developing and maintaining dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
- Translate data findings into actionable insights highlighting trends in client behavior advisor performance and CRM engagement.
- Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
- Qualifications include a relevant bachelors degree 3 years of experience proficiency in SQL Excel and BI tools with additional scripting skills (Python/R) considered a plus.
Employment Type
Full Time
Key Skills
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