150 S. Wacker Dr. Suite 800 Chicago, IL 60606
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:
− Oversee day-to-day monitoring and enforce data management efforts across IPG
− Collaborate with 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
− 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 quires
and coordinating with other teams to scrub sales data
− Test application updates to validate that they meet the team’ s business needs
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, SSIS, 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
− 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
− 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