Description

• Bachelor's degree in finance, economics, computer science, data analytics, or a related field - or equivalent experience.
• Minimum 5 years of experience in data analytics, including the ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics.
• Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
• Experience building or prototyping agentic AI solutions - for example, Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents - including prompt design, tool/skill orchestration, and grounding agents on governed data.
• Experience with visualization and reporting tools such as Tableau and Snowflakes Streamlit
• Comfort learning new tooling such as Airtable and emerging AI platforms.
• Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.

What We Would Like You to Have

 

• Knowledge or experience in the wealth management industry.
• Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns.
• Strong attention to detail and problem-solving skills.
• Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment.
• Excellent organizational skills and the ability to manage and prioritize a wide range of tasks under tight deadlines.
• Ability to work both independently and collaboratively in a virtual, multi-location team.
• Strong & concise communication skills with the ability to engage multiple internal stakeholder groups, from analysts to executives.
• Advanced-to-expert acumen in MS Excel

Key Skills

Education

Bachelor's degree