Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Data Analyst - Wealth Management

Argyle Infotech

Senior Data Analyst - Wealth Management

Location: NY, NY (Hybrid) (Pref locals)

Duration: Long Term

Client: Wealth Mgt Industry

Visa: USC and GC only

Primary Skills: SQL, API, RDBMS, SOAPUI, MS Office, Informatica, Data Integration, design, Wealth Management, Modeling, Data Analyst, Warehouse, ETL Development, Market Traders, Data Trades

Position Description:

This role is part of the Financial Department, working with Risk and Compliance divisions with tools and applications to assist them with their task of monitoring Financial compliance.

As a Data Analyst, you will be responsible for various support activities around our groups data, including, but not limited to data verification, pattern discovery, data quality verification, data migration support and analytical insights. The ideal candidate should have the skills listed below and be a self-driven, dedicated individual who works well in a team and thinks and acts strategically. When faced with a problem, the candidate should be able to ask questions and leverage the skills and expertise of those around them. They would work well as individuals in an exploratory manner to learn and understand the data and its flows.

Key Responsibilities:

Analyze data sets to determine data gaps and work with cross functional teams to bridge the gap

Coordinate data sourcing with upstream data teams

Partner with a team on testing with data verification, completeness, and data quality checks.

Participate in data driven initiatives, such as data lineage, data quality checks, data migration

Liaise with the business analysis team to understand the data requirements

Support the team with data analysis, such as data source discovery, data usage viability and data sourcing

Skills Required:

Bachelor's Degree in Computer Science or similar

Wealth management/ Trading experience preferred

Minimum 9 years of experience in global organizations as a Data Analyst

Proficiency in Data Analysis, with working experience in SQL and relational databases

Experience using API and SoapUI

Market Data, Trades Data, Positions Data, Reference Data, Data Analytics with good exposure in data Query.

Works closely with Business Analyst team Inside trading.

Data integrating project SQL expertise is needed for analytical side

ETL data analytics side using Oracle/ PL/SQL for query purpose

Mainly Market Control in MS 8-12 years of experience

Strong understanding of data concepts (Modeling/Design, -Warehousing, ETL Development)

Sound knowledge in RDBMS, SQL Queries, Indexes, Keys and Tables considering platforms, such as Apache Hadoop, Oracle, MySQL, HiveQL, and Microsoft SQL

Experience in data integration, conversion and migration

Knowledge of Microsoft Office applications (Visio, PowerPoint, Excel, Word)

Experience with ETL tools (preferably Informatica) with the ability to develop ETL design specifications and understand from code what existing ETLs do

Knowledge of domain specific data and enterprise data

Knowledge of Autosys, Unix commands and scripting

Knowledge of Data Quality controls & implementation of DQ

Knowledge and experience in Agile development methodology (scrum preferred)

Extensive experience documenting processes, workflows and technical specification

Good customer service skills. Ability to deal with difficult situations gracefully

SQL querying building, Word, Excel, and PowerPoint

Strong communication skills

Confidence

Strong communication skills, both verbal and written; as well as work in an international team setting

Have strong reasoning skills, logical deduction and apply to data analysis

Collaborate effectively across a variety of IT and Business groups, across regions and roles

Present and be able to tell a story with the data analysis/reporting

Self-motivated individual and creative thinker who will take ownership of tasks assigned

Ability to problem solve and have creative solutions in challenging environments

Able to thrive in a fast-paced, high energy, demanding and team-oriented environment

Skills Desired:

Big data is a bonus but not required

Experience working in medium to large-scale development projects.

Knowledge of trades data, positions data, reference data.

Experience in trade lifecycles and asset classes, Equity, Fixed Income, Options, Futures

Understanding of Risk/Compliance surveillance platforms (Actimize, MANTAS, Sungard) and their models, Wash trades, Marking the Open/Close, Spoofing, Insider Trading, etc.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Data Analyst - Wealth Management in New York, NY vacancy
  •  ...A global consulting firm seeks a Senior Principal in Wealth Management & Trust to drive business solutions across various financial services. The role requires over 15 years of experience in consulting or advisory roles, with strong leadership and communication skills.... 
    Senior

    Infosys

    New York, NY
    3 days ago
  • JP Morgan is seeking a KYC Data Product Manager (Senior Associate) to oversee the delivery of KYC data products within Wealth Management. The role requires strong data modeling, agile delivery experience, and the ability to communicate effectively with compliance and technical... 
    Senior

    慨正橡扯

    New York, NY
    3 days ago
  •  ...Qode is looking for a Senior Business Systems Analyst in New York, NY. This role requires strong analytical...  ...will have extensive experience in wealth management and analytics-driven roles, with a...  ...include requirements gathering, data exploration, and supporting decision... 
    Senior

    Qode

    New York, NY
    2 days ago
  • JOB DESCRIPTION Shaping the future of Wealth Management data, the KYC Data Product team builds and...  ...Summary As a KYC Data Product Manager (Senior Associate) in JP Morgan's Wealth Management...  ...as a Product Owner, Business Analyst, or Product Manager in data or technology... 
    Senior

    慨正橡扯

    New York, NY
    3 days ago
  • $160k - $225k

     ...the world's largest alternative asset manager. We seek to create positive economic impact...  ...its competitive edge. As a senior data analyst focused on data visualization, you'll drive...  ...of the team with focus on Private Wealth business unit, you will have an opportunity... 
    Senior
    Local area
    Flexible hours

    Blackstone Restaurant

    New York, NY
    4 days ago
  • $100k - $135k

     ...Data Management And Analytics-Data Ops/Data Analyst We are seeking a data-driven professional with experience working on data-based products and analytics solutions. The role requires strong stakeholder management and project management capabilities to drive collaboration... 
    Senior
    Work at office
    3 days per week

    EXL

    New York, NY
    5 days ago
  •  ...A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will have 4-6+ years of experience in wealth management and will be responsible for client communication and investment consultations. This role offers... 
    Senior

    Titan

    New York, NY
    2 days ago
  •  ...Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA... 
    Senior

    Charles Schwab

    New York, NY
    2 days ago
  •  ...Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll build lasting relationships through trust and engage clients in their financial journeys. The ideal candidate holds a valid FINRA... 
    Senior

    Charles Schwab

    New York, NY
    2 days ago
  •  ...Citigroup Inc. seeks a Sr. Analyst for Wealth Relationship Management in Woodside, NY. This role focuses on building and managing relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with relevant regulations. The ideal candidate... 
    Senior

    Citigroup Inc

    Woodside, NY
    2 days ago
  • $210k - $280k

     ...A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include... 
    Senior

    NFP

    New York, NY
    2 days ago
  •  ...A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid... 
    Senior

    Lido Advisors, LLC

    New York, NY
    5 days ago
  •  ...A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning resources. The ideal candidate has over 10 years of experience in financial and tax planning, holds a CFP/PFS designation, and possesses mastery... 
    Senior

    Choreo

    New York, NY
    6 days ago
  •  ...Charles Schwab in New York is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build lasting client relationships while guiding them on their financial journeys. Required qualifications include... 
    Senior

    Charles Schwab

    New York, NY
    2 days ago
  • $131.2k - $218.6k

     ...Dormont Manufacturing Co is hiring a Data Science Senior Advisor located in New York, NY. This senior-level position focuses on bridging data science with engineering, ensuring effective model management across various domains. Candidates must possess a Master’s degree... 
    Senior

    Dormont Manufacturing Company

    New York, NY
    2 days ago
  •  ...technology company in Jersey City is looking for a Business Analyst to bridge business units and the technical team. The role involves...  ...attitude are essential. This position offers an opportunity to contribute to innovative data management initiatives. #J-18808-Ljbffr... 
    Senior

    ETHEREUM TECHNOLOGIES LLC

    Jersey City, NJ
    2 days ago
  •  ...Ascension is seeking a professional for a Data Delivery Governance role, focusing on Master Data Management (MDM) and data integration. This remote position involves leading stakeholder workshops and maintaining data quality across systems. Candidates must have relevant... 
    Senior
    Remote work

    Ascension

    New York, NY
    4 days ago
  •  ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance... 
    Senior

    Fifth Third Bank, N.A.

    New York, NY
    6 days ago
  •  ...Savvy Wealth, Inc. is seeking a Senior Product Marketing Manager to lead the marketing for Savvy Wealth Investment Management (SWIM) and financial products. This role involves collaborating with the CIO to productize investment strategies, creating comprehensive collateral... 
    Senior
    Work at office

    Savvy Wealth, Inc.

    New York, NY
    2 days ago
  •  ...Robotics Process Automation, LLC is looking for a Business Analyst in Jersey City, NJ. The role involves collaborating with multiple stakeholders...  ...specifications. Key responsibilities include documenting data glossaries, assisting in troubleshooting production issues, and... 
    Senior

    Robotics Prcocess Automation, LLC

    Jersey City, NJ
    2 days ago
  •  ...Unchain Data is looking for a Data Engineer based in New York City to build and maintain ETL pipelines processing large datasets. Responsibilities include designing interactive Tableau dashboards for visualizing KPIs, conducting data analysis, and delivering insights... 
    Senior

    Unchain Data

    New York, NY
    2 days ago
  • $88.4k - $132.6k

    6AM City, LLC is seeking a Wealth Relationship Management Sr. Analyst for their New York office. This seasoned professional will leverage their analytical skills to foster relationships with affluent clients while ensuring compliance with financial regulations. The successful... 
    Senior
    Work at office

    6AM City

    New York, NY
    2 days ago
  •  ...Senior Data Analyst – Cyber Data Operations NTT DATA is a $30 billion trusted global innovator of business and technology services, serving...  ..., industry solutions, and the implementation and management of applications, infrastructure, and connectivity. As part... 
    Senior
    Remote work
    Flexible hours

    NTT DATA

    Jersey City, NJ
    6 days ago
  •  ...Senior Data Analyst (Association Office) The YMCA of Greater New York is here for all New Yorkers — to empower youth, improve health,...  ...the Center for Community Impact (CCI) departments with data management and reporting across the YMCA of Greater New York. As an expert... 
    Senior
    Work at office

    YMCA

    New York, NY
    4 days ago
  • $82k - $87k

    3. Senior Data AnalystLocationAssociation Office**Salary: $82,000 - $87,000 Annually** The...  ...Association Office is seeking a Senior Data Analyst who will support the Research,...  ...Community Impact (CCI) departments with data management and reporting across the YMCA of... 
    Senior
    Full time
    Part time
    Work at office

    YMCA

    New York, NY
    2 days ago
  •  ...Title : Lead / Securitization Senior Data Analyst Experience: 8+ years Onsite: 5 days/week (mandatory) Interview: Onsite- Freddie Mac - McLean, VA (Onsite Required) Requirements ~8+ years of Business and Data Analysis experience ~ Strong SQL proficiency... 
    Senior

    RIT Solutions, Inc.

    New York, NY
    3 days ago
  • $85k - $140k

     ...Morgan Stanley is seeking an Assistant Vice President for the Wealth Management Platforms team in Jersey City, NJ. This role involves being the Product Owner for Account Maintenance, enhancing digital solutions for clients while collaborating with internal stakeholders... 
    Senior

    Jersey Digs

    Jersey City, NJ
    3 days ago
  •  ...A major financial services corporation is seeking a Wealth Relationship Management Sr. Analyst in New York City. The role involves building and deepening relationships with affluent clients, anticipating complex financial needs, and providing holistic financial solutions... 
    Senior

    Citigroup Inc

    New York, NY
    2 days ago
  • Kirkland & Ellis seeks a Litigation & Practice Technology Senior Analyst to manage complex data challenges for litigation success. You will support case teams through hands-on data management and advanced litigation technology tools including eDiscovery platforms like Relativity... 
    Senior

    Kirkland & Ellis

    New York, NY
    1 day ago
  • $120k - $160k

     ...Empassion Healthcare Data Analyst Empassion is a Management Services Organization (MSO) focused on improving the quality of care and costs on an often neglected "Advanced illness/end of life" patient population, representing 4 percent of the Medicare population but... 
    Senior
    Remote work

    Empassion

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Data Analyst - Wealth Management. Be the first to apply!