Data Analyst

Codetech • Malvern, PA

2d

About The Position

We are seeking a high-performing Data Analyst to join the Analytics team and unlock value from large volumes of transaction and portfolio data. The role analyzes client investment behaviors, including buy/sell patterns, asset allocation shifts, and trading frequencies, to generate insights that support business strategy, portfolio performance, and personalized client engagement. It also involves building and deploying predictive and forecasting models to help advisors anticipate market opportunities and client needs.

Requirements

• Advanced SQL capability, including optimized queries, complex joins, subqueries, and window functions on large datasets.
• Proficiency with Python data analysis and machine learning libraries.
• Expert-level SQL skills.
• Financial investment securities domain knowledge.
• Experience or skills with AWS services such as Bedrock, Glue, and S3.

Responsibilities

• Query and analyze large, complex financial datasets to identify client buying, selling, and asset allocation patterns.
• Develop, validate, and maintain forecasting models and machine learning algorithms to predict client churn, net new assets (NNA), trade propensity, and client lifetime value.
• Write efficient, complex SQL queries and Python scripts to extract, transform, and analyze data across relational databases and cloud enterprise data warehouses.
• Present technical findings and statistical data as clear stories and actionable recommendations for executive leadership, portfolio managers, and wealth advisors.
• Design and maintain executive dashboards to track client metrics, trade volume trends, and predictive model performance.
• Work with Data Engineering and Data Governance teams to uphold data quality, financial compliance, and security standards.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed