MD
Envestnet UMP (Unified Managed Platform) Analyst
Macpower Digital Assets Edge Private Limited
🇺🇸 United States
On-site
5 days ago
$55 / hour
- CRM
- Tableau
- Power BI
- SQL
- Excel
- Python
5 days ago
- The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
- This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
- Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
- Strong experience working with flat files and APIs.
- Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI to track performance metrics across various data sources.
- Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
- Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
- Ensure data accuracy and integrity through robust quality checks and governance protocols.
- Qualifications include a relevant bachelor's degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools. Scripting skills in Python or R are considered a plus.
- Strong technical proficiency, business acumen, and communication skills to effectively collaborate with product, engineering, and operations teams.
- Proven experience analyzing, cleaning, and interpreting large datasets from the Envestnet UMP platform, including client, advisor, and CRM data.
- Expertise in handling flat files and working with APIs.
- Hands-on experience in developing and maintaining dashboards and reports using Tableau or Power BI.
- Ability to convert data findings into actionable business insights, focusing on trends in client behavior, advisor performance, and CRM engagement.
- Experience collaborating across cross-functional teams to consolidate data and support strategic initiatives.
- A relevant bachelor's degree, with at least 3 years of experience, and proficiency in SQL, Excel, and BI tools.
- Knowledge, experience of working/using Python or R scripting skills are a plus.
Envestnet UMP (Unified Managed Platform) Analyst · Macpower Digital Assets Edge Private Limited