Data Analyst – Financial Securities

Location: San Francisco, CA
Job title: Data Analyst – Financial Securities
Location: San Francisco
Contract position

Summary:
Data Analyst to work with the project team to determine data requirements for Data Warehouse system, develop functional specifications and detailed data flow design documents, and participate in the full development process from concept, through testing, to implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation of the Data Warehouse. Communicate business term definition, establishing data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, process and workflow knowledge and user acceptance testing.

Responsibilities:
-Collaborate to jointly identify data needs required to deliver the next generation of wealth management technology Data Warehouse solutions.
-Reconcile source data with vendor data to support transition to internal Data Warehouse
-Develop and verify data mapping as needed to support the Wealth Management Data Warehouse project. Provide Technical specs to Development Team such that ETLs can be built to spec.
-Write and execute data quality checks.
-Communicate standard calculation logic and business term definition.
-Establish best practices and data quality rules benefiting all aspects of the business.
-Work closely with vendors to debug data issues.
-Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports).
 
Experience and Skills:
-5+ years of relevant work experience with background in wealth management and/or client/account holdings
-5+ years of relevant experience in data analysis and/or data management
-Solid expertise writing SQL, debugging code and with Excel
-Strong quantitative and analytical skills - able to quickly analyze data to identify key insights and apply them to the business
-Clear, high-level understanding of complex data models and software integration/deliver
-Knowledge of Wealth/Investment Management, with ability to interpret definitions and calculations from business language to developer logic
-Excellent communication skills, including ability to present effectively to both business and technical audiences at all levels of the organization
-Strong orientation to clients, including demonstrated ability to understand needs and apply this knowledge to drive data enhancements
     
Education: Bachelors in Mathematics, Computer Science, or Engineering or related subject
 
 
Warmest regards,
 
Aileen Bradley
Addastaff Consulting, Inc.
Senior Technical Recruiter
650-638-9633 x303

 
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