Envestnet UMP Data Analyst Cleveland, OH

Envestnet UMP Data Analyst (3355-1) Cleveland, OH Strong experience in handling flat files and APIs, with proficiency in BI tools like Tableau or PowerBI, and at least 3 years of relevant experience. Proficiency in SQL, Excel, and BI tools is required, with additional scripting skills in Python or R considered a plus. Note: When posting this job on a job board, do not include the company name or salary information. Experience level: Mid-senior Experience required: 10 Years Education level: Bachelor's degree Job function: Information Technology Industry: Information Technology and Services Pay rate: View hourly pay rate Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No Job Summary The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making. This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations. Responsibilities include: Analyzing, cleaning, and interpreting large datasets from the Envestnet UMP platform, including client, advisor, and CRM data. Developing and maintaining dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources. Translating data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement. Collaborating with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making. Ensuring data accuracy and integrity through quality checks and governance protocols. Qualifications include a relevant bachelor’s degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus. #J-18808-Ljbffr