The Value Maximizer · 4 hours ago
Data Analyst
South Carolina, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expThe Value Maximizer is seeking a Data Analyst to support tactical and strategic projects that optimize client and employee experiences. The role involves analyzing complex data, developing project artifacts, and partnering with business leaders to streamline processes and enhance controls.
Information Technology & Services
Responsibilities
The Data Analyst will support tactical and strategic projects that align and advance the vision of the Global Trust Business around optimizing the client, employee and control experience
The Business Analyst will also get involved in day-to-day ad hoc items that arise and require oversight and leadership
There is a strong emphasis on control and remedial project work
Developing individual project artifacts as necessary including Business Requirements Documentation (BRD's), Functional Requirements Documentation (FRD's), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries
Support data needs of the business, through understanding of data tables in various applications, developing queries targeted to requirements, and interpret data to confirm delivery of what is needed
Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple, yet effective
Partner with business leaders to understand their unique needs and processes and how they can be streamlined in a way that enhances controls, create efficiencies and drives business growth
Partner with all constituents to ensure consistency of solutions across all trust centers
Support strategic initiatives from problem identification through requirements definition and solution implementation. This includes both long-term projects as well as daily ad hoc items that arise
Create key management presentations for various audiences that articulate our strategic initiatives and accomplishments
Qualification
Required
Detail-oriented strategic thinker with a passion for solving complex problems and building consensus
Unrelenting problem-solving obsession and a strong desire to make their mark on the organization
Comfortable analyzing and reconciling large amounts of complex data
Leading high-level meetings and driving deliverables
Schedule flexibility to accommodate different time zones
Support tactical and strategic projects that align and advance the vision of the Global Trust Business
Developing individual project artifacts including Business Requirements Documentation (BRD's), Functional Requirements Documentation (FRD's), test planning and scenario documents for user acceptance testing (UAT), project plans
Support data needs of the business through understanding of data tables in various applications
Developing queries targeted to requirements and interpreting data to confirm delivery
Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions
Partner with business leaders to understand their unique needs and processes
Streamline processes in a way that enhances controls, creates efficiencies and drives business growth
Partner with all constituents to ensure consistency of solutions across all trust centers
Support strategic initiatives from problem identification through requirements definition and solution implementation
Create key management presentations for various audiences that articulate strategic initiatives and accomplishments
Data Analysis with Wealth Management experience (10+ years)
Strong in AWS and SQL queries and Python
WM Domain knowledge required: Prime broker-dealer business, alternative investments, retirement funds, portfolio management
Experience working with ledger book tools like Beta, and Fund Master
Trade placing and execution on behalf of clients
Tools like Client worksheet balance, which advisors use to execute trades on behalf of the clients
Client portfolio construction, Client portfolio rebalancing as per market conditions
Company
The Value Maximizer
At The Value Maximizer, we empower businesses to unlock their full potential through cutting-edge AI-based platforms.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase