Job Description

Job Summary

• The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
• This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
• Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
• Strong expereince in handling Flat files, and strong work experince in APIs.
• Develop and maintain dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
• Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
• Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
• Ensure data accuracy and integrity through robust quality checks and governance protocols.
• Qualifications include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.

MUST HAVE:

• This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
• Experience in Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
• Strong experience in handling Flat files, and strong work experience in APIs.
• Experience Developing and maintaining dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.
• Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
• Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
• Qualifications include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.

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