Data Analyst Wealth Management

Data Analyst (Wealth Management)

Our client in the insurance industry has an open role for a highly skilled and motivated professional to join their team supporting their journey toward becoming a customercentric digital leader. In this role you will play a pivotal part in driving strategic projects and product implementations using your expertise to shape data solutions that align with high standards for data management and customer engagement. This is an initial 6month contract with strong potential for extension or conversion to a fulltime position based on performance.

What is in it for you :

Salaried : $83 to $88 per hour.

Incorporated Business Rate : $86 to $91 per hour.

6month contract with the potential for permanent employment.

Fulltime position : 37.50 hours per week.

Weekday schedule from 9 am to 5 pm.

Hybrid work : 3 office days from Tuesday to Thursday.

Opportunity to work in a dynamic and professional environment.

Join a passionate and inclusive team of professionals.

Responsibilities :

Reporting to the Lead Data Analyst within the GWAM Data Office / Engineering team you will collaborate closely with the Data Management and Delivery team as well as other project teams ensuring data solutions provide measurable value to business users and align with the organization s overarching data strategy.

Lead requirementsgathering sessions with business stakeholders and secure project signoffs.

Develop and maintain essential documentation including Business Requirement Documents (BRD) and sourcetotarget mappings.

Ensure that data assets align with business requirements liaising with crossfunctional teams to secure alignment and address needs.

Conduct data analysis profiling and metadata collection to support project goals.

Lead User Acceptance Testing (UAT) activities with business teams and obtain final signoffs for data components.

What you will need to succeed :

510 years of experience as a Data Analyst ideally within Wealth Management such as retail retirement institutional or general accounts.

Familiarity with Azure and experience with Generative AI (Preferred).

Proven track record in datacentric project work including master data management data integration and data warehousing / reporting in capital markets or investment banking.

Skilled in SQL with a demonstrated ability to write complex queries for data analysis.

Adept at delivering comprehensive data documentation within tight project timelines.

Strong verbal and written communication skills with the ability to engage effectively at all organizational levels.

Experience with major trading platforms book of record systems and performance management tools (e.g. Bloomberg Polar Lake SimCorp Dimension Findur Apex Eagle Charles River Sylvan Calypso).

Why Recruit Action

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