Description

Lead data transformation and BI modernization projects for financial services clients, focusing on dashboard development and reporting.

This role is on-site.

Responsibilities

• Design and develop multi-layer BI dashboards and visualization tools for investment management workflows.
• Analyze client data to generate insights on investment strategies, revenue management, and portfolio performance.
• Lead data quality remediation programs and build solutions for data aggregation, integration, and validation.
• Integrate AI and machine learning components into portfolio management solutions and decision support tools.
• Manage project deliverables, timelines, and senior stakeholder engagement to align BI solutions with business needs.

Required Skills

• 5+ years of experience in BI design, development, and data management for financial services.
• 4+ years of experience developing BI tools within the investment, asset, or wealth management domain.
• Hands-on expertise with Power BI, Tableau, SQL, and Dataiku.
• Proficiency in at least one of the following: Python, R, or SAS.
• Experience designing investment management dashboards for portfolio reporting and monitoring.
• Deep understanding of investment processes including client onboarding, portfolio performance, and investment risk.
• Knowledge of the full data management lifecycle and database repository best practices.
• Bachelor's degree in Business Management, Financial Services, MIS, Computer Science, or a related field.

Preferred Skills

• Familiarity with Snowflake, AWS, and AI/ML-based tools.
• Consulting experience in financial services.
• Certifications such as DAMA, DCAM, CDMC, PMP, or Snowflake.

Key Skills

Education

Bachelor's degree