Data Analyst

Agile, Analysis, Analyst, Analytical Skills, ASP, Data Analysis, Data Modeling, Developer, Development, Excel, Exchange, Management, Modeling, Scrum, SQL
Full Time
Work from home not available Travel not required

Job Description


Experience & Education:

  • BA or BS in Management Information Systems, Mathematics, Computer Science, or Engineering required
  • 3+ years of relevant experience in data analysis and/or data management
  • 3+ years of relevant work experience with background in wealth management and/or client reporting/portal
  • Experience working with Agile and/or Scrum methodologies preferred
  • Experience working with Financial data systems preferred
  • Experience working with Foreign Exchange transaction data is a strong preference
  • Experience working with software developers to implement robust interfaces between proprietary and non-proprietary systems
  • Experience working with a vendor hosted ASP, working in multiple environments with differing data requirements

Technical Skills:

  • Expert in writing SQL
  • Excellent attention to detail and experience debugging code
  • Experienced in data modeling techniques

Professional Skills/Competency:

  • Strong quantitative and analytical skills - ability to quickly analyze data to identify key insights and apply them to the business
  • Knowledge of Private Wealth Management/Investment Management with ability to interpret definitions and calculations from business language to developer logic

Knowledgeable of complex data models and software integration/delivery

  • Focus on development/ improvement of data to support continuous evolution of a more competitive and profitable Bank
  • Excellent communication skills, including ability to present effectively to both business and technical audiences at all levels of the organization
  • Strong orientation to clients, including demonstrated ability to understand needs and apply this knowledge to drive data enhancements Personal Skills/Competency
  • Consistently demonstrates and follows high standards of integrity in business decision-making
  • Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the Bank works, competes, serves clients, and generates shareholder value
  • Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings
  • Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done
  • Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration


Wealth Management/Investment Management data experience - Required

  • SQL Required
  • Excel - Required
  • Data Modeling Principles - Required
  • TFS/JIRA or other issue tracking application preferred


Mental/Physical Requirements:


  • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
  • Vision must be sufficient to read data reports, manuals and computer screens.
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel in a limited capacity.



Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.


Dice Id : 90780659
Position Id : 2018-6533
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