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Open nowFirst seen 38 hours ago

Envestnet UMP Data Analyst

5 Star1,197 open roles

Where
Cleveland, Ohio, United States
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Your applicationOpen nowEnvestnet UMP Data Analyst5 Star · Cleveland, Ohio, United States

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The clock on this job

Early applications get read.

11.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.9%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: first seen 38 hours ago

The posting

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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