Lead Data Analyst

Lead Data Analyst


Summary:
Highly motivated Lead Data Analyst with 5+ years of experience in the financial services and wealth management industry. Proven expertise in leveraging data to drive strategic decisions, develop analytical solutions, and translate complex findings into actionable insights. Skilled in data management, advanced analytics, visualization, and stakeholder communication, with strong knowledge of Microsoft Azure/Fabric and preferred data modeling best practices including Data Vault methodology.

Key Responsibilities:

• Collaborate in an Agile environment to curate and organize the data ecosystem that enables discovery, analytics, insights, and informed decision-making.
• Gather, structure, document, and analyze AssetMark's data assets to deliver high-quality analytical data products.
• Champion a data product mindset and develop strategic data roadmaps that align with business needs.
• Implement data observability practices with robust data quality and governance controls.
• Partner with cross-functional stakeholders to identify data needs and translate them into actionable analytical plans.
• Translate value streams and domain knowledge into semantic and enterprise data models.
• Perform deep-dive analysis on large datasets using advanced analytics techniques to uncover insights.
• Manage the full data analysis lifecycle-from source system understanding and data transformation to visualization and reporting.
• Deliver data-driven recommendations to optimize business performance and achieve KPIs.
• Communicate insights effectively through visualizations, reports, and presentations tailored to both technical and non-technical audiences.
• Promote a data-first culture through collaboration and knowledge sharing.
• Leverage design thinking and MVP strategies to execute strategic roadmaps.

Required Skills & Qualifications:

• Strong passion for transforming data into critical business insights.
• Proficiency in SQL and experience with Python or R .
• Deep knowledge of data analysis methodologies, including statistical analysis and data mining.
• Experience working with stakeholders to clarify and distill complex requirements into data products.
• Hands-on experience with data visualization tools such as Power BI .
• Solid working experience with the Azure/fabric Data Ecosystem (e.g., Azure Data Factory, Data Lake, Synapse).
• Exposure to applying AI/ML techniques to business challenges.
• Strong data governance, quality assurance, and data cataloging mindset.
• Preferred: Experience with Data Vault 2.0 for enterprise data modeling.

Preferred Qualifications:

• Background in wealth management or financial services analytics .
• Excellent communication and stakeholder engagement skills.
• Familiarity with CRISP-DM / TDSP methodologies.
• Microsoft Azure certification is a plus.

Education & Experience:

• Bachelor's degree in information systems, Computer Science, Business, Finance, Economics, or related field.
• 5+ years of progressive experience in data analytics and management roles, preferably within wealth management or financial services.
• MBA with an emphasis in analytics is a plus.