Envestnet UMP (Unified Managed Platform) Analyst

Macpower Digital Assets Edge

Cleveland, OH

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.
nalyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
Strong experience working with flat files and APIs.
Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI to track performance metrics across various data sources.
Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
Ensure data accuracy and integrity through robust quality checks and governance protocols.
Qualifications include a relevant bachelor's degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools. Scripting skills in Python or R are considered a plus.

Must-Have Skills:

Strong technical proficiency, business acumen, and communication skills to effectively collaborate with product, engineering, and operations teams.
Proven experience analyzing, cleaning, and interpreting large datasets from the Envestnet UMP platform, including client, advisor, and CRM data.
Expertise in handling flat files and working with APIs.
Hands-on experience in developing and maintaining dashboards and reports using Tableau or Power BI.
bility to convert data findings into actionable business insights, focusing on trends in client behavior, advisor performance, and CRM engagement.
Experience collaborating across cross-functional teams to consolidate data and support strategic initiatives.
relevant bachelor's degree, with at least 3 years of experience, and proficiency in SQL, Excel, and BI tools.
Knowledge, experience of working/using Python or R scripting skills are a plus.

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Vacancy posted 1 day ago

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