Job Summary
We are seeking a Data Analyst with strong SQL and Finance/Wealth Management experience to support data-driven decision-making across investment and financial services initiatives. The ideal candidate will have expertise in SQL, data analysis, reporting, and financial datasets, with the ability to translate business requirements into analytical solutions.
Required Skills
Technical Skills (Must Have)
5–8+ years of Data Analyst experience
Advanced SQL (complex joins, CTEs, window functions, stored procedures)
Data Analysis and Data Validation
ETL concepts and data mapping
Data Quality and Reconciliation
Microsoft Excel (Advanced)
Power BI or Tableau
Python (Pandas, NumPy) – Preferred
Snowflake, SQL Server, Oracle, or PostgreSQL
Git and Jira
Finance Domain (Must Have)
Wealth Management
Investment Management

Senior Data Analyst

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