Data Analyst (US Wealth)

Nomura Holdings, inc.•Philadelphia, PA

2d•$80,000 - $110,000•Onsite

About The Position

The US Wealth data analyst will support the Sales Enablement team in reviewing data, ensuring accuracy and cleanliness of data/reporting while providing observations and recommendations for enhancement. This role involves accessing external data sources and gleaning insights about prospective client opportunities and insights. The analyst will support client engagement targeting efforts through running reports, summarizing data elements into digestible and actionable insights, and educating users as needed. A key aspect of the role is mapping data to client engagement activity in a way that tells a narrative to users.

Requirements

Bachelor's Degree in Business Analytics, Business Management, Finance, or other related field of study
Background in working with large datasets with a curious and analytical mindset
Experience with Excel required

Nice To Haves

Experience with Salesforce CRM strongly preferred
Some knowledge of the US Wealth intermediated (Advisor) market and understanding of client-facing capacity preferred
Some knowledge of sales and marketing support processes preferred
Experience with Tableau, PowerBI, Analytics preferred

Responsibilities

Reviewing data, ensuring accuracy and cleanliness of data/reporting
Providing observations and recommendations for enhancement
Accessing external data sources and gleaning insights about prospective client opportunities and insights
Supporting client engagement targeting efforts through running reports
Summarizing data elements into digestible and actionable insights
Educating users as needed
Mapping data to client engagement activity in a way that tells a narrative to users