Data Analyst

The Role

Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you curious about being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation and strategic insights to optimize every aspect of the customer's experience? If yes, we want you to join a forward-thinking team and make a real-world difference for millions of individual investors.


The Expertise and Skills You Bring

• 10+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition & segmentation, product strategy and market sizing leveraging analytical tools and programming languages such as SQL, Python, R, etc.
• A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for the organization and its customers, delivering insights from data to a broad audience in a simple, clear, and actionable way.
• Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.
• Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.
• Experience in designing and developing dashboards & reports of customer-level data using Tableau, Power BI, Qlik etc.
• Experience with digital analytics, customer sentiment (structured or unstructured) or behavioral dat plus.
• Bachelor's degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus