Wealth Performance & Analytics Sr. Data Analyst

TIAA•Charlotte, NC

1d•$74,900 - $120,000•Onsite

About The Position

The Senior Data Analyst performs complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job is responsible for examining and identifying data patterns and trends that help answer business questions and improve decision-making. Under limited supervision, the Senior Data Analyst job is responsible for collecting data sources, analyzing and extracting key data and information. This job also evaluates and monitors data quality to meet the organization's information system needs and requirements.

Requirements

Bachelor's Degree or Equivalent Experience Required
3 years of data analytics experience
3+ years of SQL and data visualization experience (Tableau and/or Power BI)
Excel modeling & relational databases experience
Wealth Management background

Nice To Haves

5+ Years Preferred
5+ years of data analytics experience

Responsibilities

Applies mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
Utilizes trends found from modelling to inform other lines of business such as product development and marketing decisions.
Creates data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential future business decisions.
Participates in development of detailed reports and conclusions for business, finance, and investment management based on data summaries.
Identifies areas of opportunity and risk through data analysis and modelling.
Provides information for additional research and analysis in line with statistical methodology.
Partners with other areas of the business to model the potential outcomes of implementing various business strategies.