Business Intelligence Analyst

Savant • Rockford, IL

1d • Onsite

About The Position

This role is for a high-performing Business Intelligence professional who already knows wealth management and data. The Business Intelligence Analyst plays a critical role in transforming complex wealth management data into trusted, actionable insights used by leaders and teams across the firm. This is not a “dashboard-only” BI role; you’ll sit close to the business, influence how data is structured upstream, and help shape how decisions are made across Advisory, Finance, Marketing, Sales, and beyond. The position offers broad exposure, continuous learning, and evolving challenges in a highly collaborative, “writer’s room” style environment where problems are brought to the table and solved together. The work directly impacts the firm’s operating model. Wealth management experience and BI/data analytics experience are both required for success in the role. The role may be scoped more senior for the right candidate, based on experience and impact.

Requirements

• 2+ years of professional experience in Business Intelligence, Data Analytics, or Analytics Engineering
• 2+ years of professional experience in wealth management, investment management, financial services, banking, or a related financial industry
• Strong hands-on experience with Power BI (dashboards, reports, semantic models)
• Experience working with enterprise data warehouses and structured analytics datasets
• Proficiency in SQL and data validation across source systems and reporting layer
• Demonstrated ability to support multiple stakeholders and departments simultaneously
• Experience managing analytics work in a project-based environment
• Strong communication skills with the ability to clearly explain data insights

Nice To Haves

• Experience with Microsoft Fabric (Data Factory, Lakehouse, Warehousing)
• Experience working with offshore or remote analytics teams
• Familiarity with regulated or audit-sensitive environments
• Exposure to automation, AI-enabled analytics, or advanced BI workflows
• Experience supporting executive-level reporting and KPI dashboards

Responsibilities

• Designing, developing, and supporting Power BI dashboards, reports, and datasets used by Executive Leadership and cross‑functional teams
• Analyzing wealth management and financial services data to surface insights that support strategic, financial, and operational decisions
• Partnering closely with internal stakeholders, technology teams, and offshore analytics partners to deliver accurate, scalable analytics solutions
• Managing analytics work as projects—gathering requirements, defining scope, coordinating timelines, and ensuring outcomes meet business needs
• Conducting ad‑hoc analysis and clearly communicating findings to both technical and non‑technical audiences
• Validating data accuracy by auditing warehouse outputs against source systems
• Identifying opportunities to improve efficiency through automation, AI‑assisted analytics, and modern BI tooling
• Supporting data governance, documentation, and reporting standards as the BI function continues to mature

Benefits

• Enjoy immediate access to a robust benefits package starting on your first day of employment
• Select from two medical plans tailored to fit your needs
• Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses
• Choose between two dental plan options for optimal oral health
• Keep your eyes healthy with our vision insurance plan
• Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits
• Rest easy knowing you’re covered with both short-term and long-term disability plans
• Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match
• Benefit from PTO that increases with your years of service
• At least 11 paid holidays each year
• A paid day each year for your Savantiversary
• Enjoy shorter work weeks with our Summer Hours
• Personal leave
• Parental leave
• Professional development paid time
• Bereavement pay
• Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule
• Enjoy monetary awards through our recognition program
• Participate in our team incentive plan for additional earning opportunities
• Access support through our Employee Assistance Program whenever you need it
• Take advantage of various discount programs for additional savings
• Get reimbursed for gym memberships and other wellness programs to stay fit and healthy
• Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees