About The Position

Drive the design and implementation of scalable, maintainable Business Intelligence (BI) solutions using modern tools such as Tableau, Power BI, and Alteryx, and analytical languages such as Python, R, and SQL, enabling enterprise-wide data-driven decision-making. Act as a strategic analytics partner to business and operations stakeholders (e.g., loan servicing, client onboarding), translating complex requirements into clear metrics, key performance indicators (KPIs), and actionable dashboards that advance strategic objectives. Establish and maintain standards, policies, and governance processes for BI systems and tools across the analytics stack, by conducting code reviews and ensuring compliance with firmwide data policies and best practices. Coordinate BI project prioritization and stakeholder engagement to ensure timely delivery of analytics solutions aligned to defined business goals. Evaluate and analyze the trade lifecycle by collaborating with business, middle office, and engineering teams to understand end-to-end flows, identify automation opportunities, and reduce risk for the firm and its clients. Provide technical guidance and mentorship to BI analysts and developers, promoting best practices in dashboard design, performance optimization, and data storytelling. Elicit and document business requirements, produce specifications for BI solutions, and ensure full testing traceability to align deliverables with stakeholder needs.

Requirements

  • Master’s degree (U.S. or foreign equivalent) in Data Science, Business Analytics, or a related field and two (2) years of experience in job offered or a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Data Science, Business Analytics, or a related field and five (5) years of experience in job offered or a related role.
  • Experience working in a Business Intelligence, Risk Management or Data Analytics related role within the financial services sector.
  • Experience with data-pipeline design, multidimensional data modeling, and data-warehousing techniques for advanced analytics and reporting.
  • Experience performing data extraction, transformation, and loading (ETL) by writing and optimizing complex queries in database languages such as SQL.
  • Experience applying Alteryx, Python, or R for descriptive analytics to identify process improvements, mitigate risk, and enhance operational efficiency.
  • Experience utilizing Tableau and Power BI for dashboard performance optimization and communicate findings and drive data-informed decisions for stakeholders.
  • Experience translating business requirements into technical specifications and actionable analytical insights for diverse audiences, including senior management.

Responsibilities

  • Drive the design and implementation of scalable, maintainable Business Intelligence (BI) solutions using modern tools such as Tableau, Power BI, and Alteryx, and analytical languages such as Python, R, and SQL, enabling enterprise-wide data-driven decision-making.
  • Act as a strategic analytics partner to business and operations stakeholders (e.g., loan servicing, client onboarding), translating complex requirements into clear metrics, key performance indicators (KPIs), and actionable dashboards that advance strategic objectives.
  • Establish and maintain standards, policies, and governance processes for BI systems and tools across the analytics stack, by conducting code reviews and ensuring compliance with firmwide data policies and best practices.
  • Coordinate BI project prioritization and stakeholder engagement to ensure timely delivery of analytics solutions aligned to defined business goals.
  • Evaluate and analyze the trade lifecycle by collaborating with business, middle office, and engineering teams to understand end-to-end flows, identify automation opportunities, and reduce risk for the firm and its clients.
  • Provide technical guidance and mentorship to BI analysts and developers, promoting best practices in dashboard design, performance optimization, and data storytelling.
  • Elicit and document business requirements, produce specifications for BI solutions, and ensure full testing traceability to align deliverables with stakeholder needs.
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