Lead Data Analyst (Wealth Management)

The opportunity

We are on a journey to become a customer centered digital leader. We are looking for lead and motivated person who can deliver on our strategic priorities, passionate about customers, and are excited to see the successful implementation of the projects / products they deliver

Responsibilities / Individual Accountabilities :

• Leads sessions with the business to gather requirements and get sign-off.
• Produces and maintains Business Requirement Document (BRD), source to target mappings (STM) and other DA related documentation.
• Ensures that project team delivers a data asset that meets business requirements.
• Liaises with various teams and stakeholders to get alignment.
• Data analysis, data profiling and metadata collection.
• Leads UAT activities with business and obtains sign-off.

How will you create impact?

Reporting to the Lead Data Analyst within the GWAM Data Office / Engineering team, the Senior Data Analyst is responsible for working with the Data Management and Delivery team, as well as other project teams, to ensure the data components of solutions provide the appropriate value to the business users, and are aligned with the organization’s data strategy.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
• We lead with our Values every day and bring them to life together.
• Boundless opportunity
• We create opportunities to learn and grow at every stage of your career.
• Continuous innovation
• We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
• We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship

Must have Requirements :

• 5 10 years’ experience as a Data Analyst preferably in the Wealth Management (.i.e. Retail, Retirement, Institutional or General Accounts) domain.
• Experience with data-centric projects delivering the following (preferably within a capital markets or investment banking domain) : Master data management, Data integration, Data warehousing and reporting.

Big Data environment for analytics.

• Experience writing complex SQL queries to analyze data and provide results to business users or project team members.
• Experience delivering data documentation artifacts in organizations of similar size and complexity within project deadlines.
• Able to communicate clearly, both verbally and in written form at various levels within the project teams.
• Experience in major trading platforms, book of record systems, performance management platforms, such as Bloomberg Polar Lake, SimCorp Dimension, Findur, Apex, Eagle, Charles River, Sylvan, Calypso.

Nice to have :

• Exposure to Azure.
• GenAI experience.
4 days ago