Data Analyst | Remote - United States

Salary Range:

$93,000–$110,000/year + Bonus & Benefits
Turn Data Into Decisions That Shape Financial Futures

Edelman Financial Engines (EFE), the largest independent financial planning firm in the U.S., is hiring a

Data Analyst

to join our Corporate Analytics team. This remote role blends technical curiosity, financial insights, and GenAI innovation to power decisions across our retirement planning and investment services.
What You’ll Do

Partner cross-functionally to uncover business needs and build data-driven solutions
Construct clean, scalable datasets for analysis and reporting
Extract insights from structured and unstructured data sources (text, feedback, docs)
Build dashboards and self-serve reporting tools using AWS QuickSight or similar
Apply

Generative AI

tools (AWS Bedrock, SageMaker) for deeper analysis and predictive insights
Define key performance metrics and analytical models
Present insights clearly to stakeholders for real-world impact
What You Bring

1–3 years of experience with quantitative and qualitative analysis
Strong SQL skills and familiarity with Python/R
Background in data warehousing, AWS services, and visualization tools
Experience using GenAI tools (Bedrock, SageMaker, custom LLMs) is a plus
Understanding of predictive modeling and machine learning (a bonus)
Clear communication skills in agile, cross-functional environments
Finance or retirement planning knowledge (401(k), IRA) preferred
Bachelor’s in statistics, finance, economics, or related field (Master’s preferred)
Discretionary bonus potential
Health, dental, vision, and wellness benefits
401(k) contributions
Collaborative, values-led culture focused on

Client First ,

One Team ,

Respectful Candor , and

Endless Curiosity
Founded in 1986, EFE empowers over 1.3 million clients with personalized investment guidance and financial planning. With more than 143 offices nationwide and $300+ billion in assets under management, we blend proprietary technology with human insight to help clients plan for every stage of life.
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