Business Data Analyst

💼 We’re Hiring: Business Data Analyst – Wealth Management 💼
Location: Fort Mill, SC or New York, NY
Are you passionate about data and eager to make an impact in the wealth management domain? We’re looking for a Business Data Analyst to join our team and help transform financial data into actionable insights that drive smarter investment and client strategies.
🔹 What You’ll Do
Analyze large datasets to identify patterns, trends, and opportunities in wealth management and financial services.
Build reports, dashboards, and visualizations using Power BI, Tableau, or SQL.
Work closely with product, finance, and business teams to translate requirements into data-driven solutions.
Provide insights to support portfolio management, client reporting, and risk analysis.
Ensure data quality, accuracy, and consistency across systems.
🔹 What We’re Looking For
Proven experience as a Business Data Analyst, preferably in wealth management, banking, or financial services.
Strong skills in SQL and one or more BI tools (Power BI, Tableau, ThoughtSpot).
Understanding of wealth management processes: portfolio analysis, financial reporting, compliance, and risk management.
Excellent communication skills to present insights clearly to both technical and non-technical stakeholders.
Strong problem-solving mindset with attention to detail.
✨ If you’re passionate about leveraging data to shape the future of wealth management, we’d love to connect with you!
👉 Apply now or message me directly for more details.