The Value Maximizer · 1 day ago
Data Analyst
South Carolina, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expThe Value Maximizer is seeking a detail-oriented Data Analyst to support their Global Trust Business. The role involves analyzing complex data, leading strategic projects, and collaborating with business leaders to enhance processes and 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
10 yrs experience in Data Analysis with Wealth Management experience
5 yrs in Python
3 yrs exp. in AWS
SQL queries
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 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
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