Envestnet UMP Data Analyst Cleveland, OH $$$ bonus
Envestnet UMP Data Analyst Cleveland, OH $$$ bonus
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Job Description
Strong expereince in handling Flat files and strong work experince in APIs. BI tools like Tableau or PowerBI 3 years of experience proficiency in SQL Excel and BI tools with additional scripting skills (Python
If you post this job on a job board please do not use company name or salary. Experience level: Mid-senior Experience required: 10 Years Education level: Bachelors degree Job function: Information Technology Industry: Information Technology and Services Pay rate : $60 per hour Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
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.
Employment Type
Full Time
