qode.world · 12 hours ago
Business Data Analyst
South Carolina, South Carolina, United States
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expqode.world is seeking a Business Data Analyst to support tactical and strategic projects that optimize the client, employee, and control experience. The role involves analyzing complex data, developing project artifacts, and partnering with business leaders to streamline processes and enhance controls.
Artificial Intelligence (AI)Human ResourcesInformation Technology
Responsibilities
The Business 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
The candidate will be a detail-oriented strategic thinker with a passion for solving complex problems and building consensus
They must possess an unrelenting problem-solving obsession and a strong desire to make their mark on the organization
They must be as comfortable analyzing and reconciling large amounts of complex data as they are leading high-level meetings and driving deliverables
This is a global role and will require schedule flexibility to accommodate different time zones
The Business 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
Business Data Analysis with Wealth Management experience (10+ years)
Strong in AWS and SQL queries and Python
Prime broker-dealer business, alternative investments, retirement funds, portfolio management
Experience working with ledger book tools like Beta, and Fund Master would be a plus
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, etc
Company
qode.world
SaaS, AI Agent in Recruitment, HR Tech
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase