Data Analyst

Chicago, IL 60606

Posted: 08/28/2018 Category: Data Job Number: 10803

Data Analyst

Department Overview

  The Data Management Team is a component of the Investor Partners Group (“ IPG”) that is responsible for making data readily available in order to empower and simplify the IPG’ s ability to make data-driven decisions. The team collaborates closely with other IPG Teams and Technology Solutions (“ TS”) to support the department in developing and executing plans in line with Firm objectives.

The primary focus of the Data Analyst role will be to:

− Collaborate with the Data Management Team and TS to implement solutions to maintain data integrity such as dashboards, status reports and data clean-up scripts − Design and validate reports used for data monitoring, performance and management metrics

− Perform independent analysis on large sets of data for various purposes including identifying opportunities for improvement, manipulating data for reporting purposes or troubleshooting data issues − Gain an intimate understanding of various data requirements across the department in order to effectively translate business needs into technical solutions

− Participate in regular CRM enhancement releases by working closely with user groups to formulate, document and implement solutions for data-related enhancements or issues arising from changes in business needs, system updates or data policy

 − Analyze external data sources and provide recommendations for integration and enrichment of existing data − Participate in data clean-up initiatives which includes constructing advanced data queries and coordinating with other teams to scrub sales data

 − Test application updates to validate that they meet the team’ s business needs

Candidate Requirements Qualifications & Experience:

− Bachelor’ s Degree in Computer Science or equivalent field with 5-10 years of experience in data technology, preferably in a financial services environment

− Demonstrated experience with database technologies, data modeling, ETL or business intelligence tools. A plus if experience is with SQL Server 2012 or higher and / or SQL Server Management Studio.

 − Strong proficiency in Excel is required with prior experience analyzing and replacing end user-developed systems and reports in Excel, Access, etc.

− Experience designing and building complex reports. Hands-on experience with Data Warehouse Design, Microsoft PowerBI or Qlik is a plus.

− Direct experience working within all phases of the SDLC or strong working knowledge of software development − Ability to think big picture and constantly visualize end user experience. Client-oriented with strong communication and relationship management skills.

− Motivated by a fast-paced, complex environment with the ability to manage changing priorities and meet aggressive deadlines

− Ability to take initiative and work independently, while demonstrating strong teamwork

− Strong communication skills and analytical abilities, and meticulous attention to detail are a must

− Passionate about technology and proactively stays current with trends to develop innovative solutions for the business

Critical Competencies for Success:

− Client Focused: Is relentless about understanding internal and external customers’ needs and meeting and exceeding their expectations; drives to have our clients win

 − Analytical Reasoning: Defines problems and seeks solutions by examining issues and ideas through inquiry, analysis, dialogue, and evaluation; analytic

 − Personal Effectiveness: Gets the job done; follows through on commitments and takes actions that are best for the Firm; shows grit and determination

− Initiative: Motivated to achieve goals beyond what is expected; proactive

 − Team Work: Initiates and maintains collaborative working relationships; fosters goodwill and cooperation to meet shared goals; team-oriented

− Adaptability: Able to adapt and work effectively in changing circumstances and conditions; flexible
SQL, ETL, BI

Kelly Hallgren

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