Senior Data Analyst

Description

Envestnet is seeking a passionate and talented Senior Data Analyst to join our Product team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. 

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

Envestnet is seeking a Senior Data Analyst to join the Wealth and Banking Analytics Product team. As a Senior Data Analyst on the team, you will work with data platform teams, clients, sales and account management, operations, engineering, and product teams across Data & Analytics and Envestnet to continually improve and innovate products for customers across our Enterprise, Asset Manager, RIA and Banking market segments.  

As a Senior Data Analyst, you will be responsible for a set of data domains that include wealth portfolio management data, banking and consumer spend, financial planning and retirement, CRM, insurance and annuities, sustainable investing, trust, payroll, compliance, and healthcare to name a few. You will use your passion for data to analyze and prepare the data by adding business context in the form of logic, rules, algorithms, and models. You will work with Product Owners to understand strategic product requirements and turn them into implementable components in partnership with the Engineering teams. 

Job Responsibilities:

• Document, build and maintain data and reporting products to power our three Product pillars of data/connectivity, analytics/intelligence, and experiences for our customers
  
• Identify, define and document clear and complete reporting requirements with product owners and customers
  
• Perform data analysis on multiple data sets to identify sources, verify data quality, and ensure delivery to customers
  
• Partner with Engineering data delivery teams to ensure clear understanding of requirements and accurate sourcing of data
  
• Develop an understanding of the end-to-end data pipelines from source to data warehouse to end users
  
• Coordinate with and contribute to Data Governance and Data Quality management efforts to facilitate sourcing, definitions, and lineage
  
• Write and execute SQL queries for ad-hoc reporting and analysis
  
• Coordinate user acceptance testing with the Quality Management organization
  
• Participate in proof of concept and rapid prototyping projects
  
• Collaborate with product and engineering teams to advise on and build optimal data models, metrics, attributes, KPI’s, dashboards and visualizations
  
• Pull, organize, and analyze relevant data from multiple sources, using tools such as SQL, dbt and PowerBI
  
• Deliver data research results to technical and non-technical audiences.
  
• Document data product functional and technical requirements and collaborate with Engineering to build and implement them.
  
• Collaborate with architects and platform engineering teams to optimize queries for performance and efficiency
  
• Mentor and help junior resources on best practices, code reviews and deployment processes.
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

• 5-7 years of experience as a data analyst, BI developer, data engineer, or scientist.
  
• 5-7 years of advanced SQL skills with experience using data warehouses
  
• Experience building dashboards and data storytelling in a modern BI tool (Looker, PowerBI, Qlik, Tableau, etc.)
  
• Confidence applying software engineering principals (testing, version control, code reviews, DevOps, CI/CD, etc.) to the analytical development workflow.
  
• Excellent communication with technical and non-technical audiences.
  
• 5+ years working with and analyzing structured and unstructured data using SQL.
  
• Advanced understanding of data visualization principles and best practices.
  
• Experience communicating technical results to technical and non-technical audiences across all levels of an organization.
  
• Excellent analytical and problem-solving skills, combined with strong business judgement and an ability to present analyses in a clear and compelling manner.
  
• Strong understanding of data warehouse, relational and columnar databases.

Preferred Qualifications:

• Experience integrating, analyzing, and applying business rules to wealth management, financial, investment, and/or banking data
  
• Experience working with dbt, Snowflake, APIs, React or similar technologies
  
• AWS and Snowflake experience preferred
  
• Knowledge of data modeling, ETL/ELT, and data pipeline development a plus

About Us:

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet’s technology is focused on addressing financial advisors’ front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. 

Why Choose Envestnet: 

• Be a member of a leading financial services and products innovation company
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable match
    
  • Wellness Program
    
• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

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