Business Intelligence, Associate
Share
Job Location:
Monthly Salary:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Join Us at 55ip & Help the Wealth Management Industry Move Forward
Working at 55ip means standing at the intersection of finance and technologyand at thecutting edgeof wealth making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine deliveringan intuitiveexperience and intelligent automation. Driven by strategic partnerships with world-class asset management firms such as BlackRock and J.P. Morganweveexperienced breakthrough growth over the last year. Today over 300 financial advisor firms with$300 billionin assets (and counting) are using 55ip.
If we look a little differentitsbecause we product pros investment scientists and customer advocates who aim to deliver an exceptional experienceand have fun doing it. Like lots of companieswevegot a deep bench of smart talented creative people but our superpower is something else: hustle. That extra push when others would quit thatnew approachnobody else has tried that ability to thrive at30000 feetor dig into the detailsand to do it all with humility empathy and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morganwerelooking for top talentwith hustleto join us on our path to becoming an industry standard.
JOB TITLE
Business Intelligence Associate
55ip is looking for a self-motivated and dynamic Associate to help scale the firms reporting and analytics capabilities. The candidate will be responsible for working with 55ip partner teams (such as Distribution Operations and Product) to build reports and dashboards that put insightful business-driven metrics in the hands of stakeholders and fuel data-driven decision making across all levels of 55ip. The ideal candidate has prior experience as a Data Analyst or Business Intelligence Analyst in the financial services or FinTech space with a demonstrated ability to (1) translate business requirements into meaningful metrics and insights (2) create and maintain scalable reporting frameworks using data tooling (Python SQL Tableau etc.) and (3) introducing automation to manual processes to enhance efficiency and reduce risk.
Responsibilities
- Develop and support reporting of key performance indicators (KPIs) to track progress towards 55ips corporate objectives
- Build maintain and enhance dashboards providing business-driven metrics to 55ip internal stakeholders
- Serve as the main liaison with internal teams to elicit document and prioritize reporting requirements ensuring solutions align with business objectives and stakeholder needs
- Prepare and present ad-hoc client and internal analyses to stakeholders relating to client operational or technology performance metrics
- Collaborate cross-functionally to identify and streamline redundant reporting or operational processes introducing automation and efficiencies where possible
- Perform trend analysis and advanceddata exploration to drive client prospecting deliver asset growth and pinpoint areas for operational improvement
- Ensure insight accuracy consistency and integrity across all reporting and analytics deliverables
Qualifications
- Bachelors degree in a quantitative field (Finance Economics Engineering Statistics etc.)
- Experience building reports and dashboards using BI tools (Tableau (strongly preferred) or Qlik Sense/Power BI/Looker etc.)
- Experience querying (e.g. SQL) and analyzing (e.g. Python) large amounts of data for ad-hoc and structured analyses
- Strong verbal and written communication skills with the ability to explain complex data concepts to non-technical stakeholders
- Demonstrated adaptability and eagerness to learn new tools technologies and business processes
- Financial Services/Fintech experience preferred. Understanding of ETFs mutual funds model-portfolios separately managed accounts and direct indexingis a plus
- Experience building data pipelines and working knowledge of ETL/ELT tooling is a bonus
Location
Bengaluru or Mumbai India
About 55ip
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ips tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ips intuitive experience and intelligent automation elevate portfolio design and delivery helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ipsActiveTax Technology which includes tax-smart transitions management and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts enhancingworkflowand reducing the need to move the assets. More information is available at Experience:
IC
Key Skills
- Business Intelligence
- Cognos
- SQL
- Power BI
- QlikView
- Data Visualization
- ssrs
- Tableau
- SSIS
- Data Modeling
- Data Warehouse
- Data Analysis Skills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
