Overview
Skills
Job Details
Established in 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate, and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships.
Through our wealth management approach, we focus on the delivery of strategic financial plans
that utilize a variety of financial products and services best suited to help individual investors
and families meet their financial goals. Janney is equally committed to providing our corporate,
municipal and institutional clients objective advice for the successful execution of their unique
business plans. Janney serves clients through a network of professionals in branch offices located
along the East Coast.
Janney Montgomery Scott is now fully owned by KKR, a leading global investment firm. The acquisition by KKR was finalized in the latter half of 2024, and Janney operates as a standalone private company under KKR's ownership while continuing to maintain its independent operations and focus on client-centric services.
The Janney Information Technology department has been a major contributor toward Janney
productivity with successive years of record enterprise growth. The culture focuses on valuing
individual contributions toward team accomplishments where employees have much say in their
job. Janney IT has been recognized within the financial services industry including: a CIO
100 Honoree, Enterprise Mobility excellence within financial services, Computerworld Premier 100 IT Leader, WealthManagement.com in the category of Technology for Broker-dealers with less than 1000 Advisors, and most importantly - awarded seven consecutive years by Computerworld as one of the 100 Best Places to Work in IT. Computerworld has ranked Janney #20 among midsize organizations recognized in the 100 Best Places to Work in IT for 2025.
Business Intelligence Analyst Info Syst
The Business Intelligence Analyst is responsible for partnering with internal stakeholders to address business questions and regulatory needs by leveraging analytic tools and data platforms. This role involves utilizing databases, queries, reports, dashboards, and other BI tools (Microsoft SQL Server, SSRS, MicroStrategy, ThoughtSpot, Snowflake, and more). Success requires strong technical skills, an analytical mindset, brokerage industry knowledge, and excellent communication abilities.
What you are good at:
- Team-Oriented: Collaborating with team members and other departments across the organization.
- Project Management: Able to manage multiple assignments simultaneously and have strong organizational and documentation skills. Able to prioritize and oversee multiple projects and deadlines.
- Data Remediation: Ability to clean, structure and enrich data in preparation for utilization within BI Predictive tools.
- Data Storytelling: Ability to effectively communicate insights from a dataset using narratives and visualizations.
Essential Functions:
- Meet with stakeholders to understand business problems, regulatory inquiries, and questions, exploring options to leverage data driven platforms for analysis.
- Become a trusted partner for stakeholders who translates business problems into analysis; then helps interpret the analysis into actionable steps.
- Collaborate with Data Architects to design, implement, and support BI Tools for reporting and analytics.
- Actively participate in the design, development, and maintenance of complex BI Dashboards, Reports, Queries, integrated applications and analytic AI Bots and Agents.
- Analyze and share results with users to ensure content meets business requirements; train users to facilitate adoption and understanding of BI reports and tools.
- Proactively initiate projects and analysis targeting opportunities for revenue growth, risk mitigation, and operational efficiency.
- Communicate with senior management and enterprise staff regarding resources for facilitating a culture of data-driven decision making.
Essential Qualifications:
- Experienced, technical, and motivated analytical person; capable of understanding complex relationships and converting those to technical requirements defining a strategy to analyze the underlying data.
- Intellectual curiosity, inclination for independent and self-directed work, and attention to detail.
- Excellent communication skills including oral, written, illustrative, data visualization, and presentation. Flexibility to interact with internal business stakeholders, technical peers, management, and vendors on diverse topics.
- Solid knowledge of business practices of a regional broker/dealer.
- Eagerness to learn rapidly new tools, applications, and techniques for data analysis, including SQL coding, dashboard design, and statistical analysis.
Required Education/ Competencies:
- Bachelor’s Degree
- Minimum of Two (2-3) years’ experience at a Broker/Dealer or Investment Adviser understanding the data needs of Compliance Department, Operations Department, Financial Advisors, or Investment Adviser Representatives; or as Business Intelligence Developer/Analyst, or Data Scientist with background in the Financial Services investing industry
- Strong command of MS Excel
- Familiarity with Data Warehouse environments, Analytic/Reporting tools, MS SQL
- Understanding of fundamental Statistics principles and application
- Excellent technical documentation skills
Required years of experience:
- 2-3+
Preferred education/experience:
- Business Intelligence Analytics experience or Certifications in BI analytics applications (Strategy, ThoughtSpot, JMP)
- Experience coding MS SQL, Snowflake, and Python.
- Data Science background (Data Mining, Predictive Analytics, etc.).
- Working knowledge of the BetaNXT platform.
- Project Management experience (PMP, or related project management experience).
- Advanced degree (MBA, Data Science, Statistical Mathematics, Information Systems, etc.).
- Financial Industry Registrations or certifications (Series 7, Series 99, CFA, CFP, etc.).