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Hightower Advisors · 1 day ago

Senior Data Analytics Specialist - Financial Services

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$95K/yr - $105K/yr

2+ years exp

Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Senior Data Analytics Specialist to develop dashboards, analyze complex data sets, and deliver insights to guide business decisions, while collaborating with various teams to enhance data processes.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Support Data-Related Initiatives: Build and maintain dashboards, analyze data outputs, and present findings to help address various business initiatives across all of Hightower. Extract meaningful business insights from large data sets and propose actionable plans to address business needs

Utilize Advanced Tools: Use software such as Power BI, SQL (Snowflake & SQL Server), Excel and Salesforce Reports to build dashboards and understand the enterprise software landscape

Dashboard and Reporting Management: Develop, automate, and maintain various reporting dashboards, ensuring accuracy and integrity of data. Track, review, and suggest updates to enhance, replace and improve manual reporting throughout the organization

Collaboration and Communication: Work with cross-functional teams, management, and stakeholders to understand business needs, enhance data analytics solutions, and deliver effective presentations of findings and recommendations

Continuous Improvement and Optimization: Research and apply continuous improvement techniques in data visualization, optimize and automate analysis, and transform raw data into actionable business insights

Support Ad Hoc Data Requests: Assist with ad hoc data requests from individuals throughout the organization, such as serving as an SME to help generate and provide reports of various Hightower data, assist in building dashboards, etc

Documentation and Process Improvement: Document data flow, systems, and processes to improve the design, implementation, and management of business processes

Leadership: Exhibit a leadership mentality to help proactively drive optimal business solutions and decisions

Qualification

Power BISQLData AnalysisExcelSalesforce ReportsData VisualizationPythonTableauCommunication SkillsProblem-SolvingAttention to Detail

Required

Bachelor's degree in Business Administration, Information Technology, or a related field

2-3 years' experience in Operations, Data Management, or similar role in the Financial Services field

Experience working with multiple technology platforms and systems, including but not limited to Power BI/Tableau, SQL (Snowflake & SQL Server), Excel and Salesforce Reports

Basic understanding of data and data trends within the advisory business (e.g., RIA) functions (IT, Finance, Operations, Compliance)

Good communication skills, with the ability to work effectively with both field teams and corporate departments

Strong attention to detail with a focus on accuracy and thoroughness

Solid analytical and problem-solving skills

Ability to manage multiple initiatives simultaneously in a fast-paced environment and prioritize tasks accordingly

Preferred

Python and Tableau experience

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

Mother’s lounge onsite

Flexible PTO plan

Hybrid work schedule (minimum of 3 to 4 days in office)

Free brand-new gym in the Chicago office

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees