Senior Data Analyst_Wealth & Asset Management

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Job description: - (Senior)

• IT-DA-Generic with wealth management background
  
  

Required skills: -

• 3-7 years of experience as an IT- Data Analyst role
• Work Experience in at least one area:
• Wealth Planning
• Client Relationship Management/Onboarding
• Portfolio Management
• Client Servicing/Reporting
• Trade Processing,
• Investment Research,
• Regulatory reporting, specific to SEC/FINRA

• Knowledge in at least 1 domain –
• Capital Markets
• Financial Market
• Asset Classes & Products
• Trade Life cycle
  
  

• Collaborate with cross-functional teams including business teams, developers, and testers to translate Functional Data requirements into Technical Data requirements
• Proficient in preparing data model diagrams, data flow diagrams, and comprehensive data management documentation, i.e. source‑to‑target mappings, transformation specs, workflow documentation, business rules, exception handling
• Data Governance capabilities: policies/standards, metadata mgmt., data lineage, MDM, data quality, data products, data security/privacy
• Data Governance Technologies: Collibra Data Catalog, Collibra Data Quality, Big ID, Immuta, Informatica MDM
• Experience in the following areas
• Explorative data analysis / data validation
• Handling and processing large datasets
• Data modelling / integration
• Data lineage
• Data mapping tools and techniques
• Data analytics
• Data profiling
• Working knowledge of programming language like Python
• Experienced in SQL query writing & developing complex queries across multiple tables
• Understanding of database concepts and information models and stored procedures / functions
• Hands-on experience with major industry databases like
• Oracle
• MS SQL Server
• Teradata
• MySQL
• Snowflake
• Working knowledge on Data Visualization & Reporting
• Expertise in designing interactive dashboards and reports using Power BI, applying best practices in visual design, storytelling, and layout.
• Ability to select appropriate visualizations (charts, maps, KPIs, slicers) based on data and business questions.
• Skilled in creating user‑centric visual narratives that highlight patterns, trends, outliers, and key performance indicators.
• Proficient in Power BI Desktop, Power BI Service, DAX, Power Query, data modelling, and publishing pipelines.
  
  

• Non-technical Generic Skills:
• Problem Solving capabilities
• Proactiveness
• Process discipline / Continuous improvement mindset
• Excellent Communication Skills
  

Nice to Have

• Cloud integrations (Azure/AWS).
• Understanding of APIs and messaging frameworks.
  
  

EY | Building a better working world

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