The Senior Data Analyst is responsible for helping us build and evolve our advice experiences, capabilities, and product line-up to serve the needs of individual investors and independent financial advisors. You’ll help us tap into unmet investor needs and disrupt the traditionally high-cost advice marketplace using quantitative insights to uncover areas of opportunity and drive strategies that enhance the client experience. You will play a critical role in implementing the use of advanced analytics into business processes to drive strategic decision making and deepen understanding of investors.

Essential Functions:
• Help to meet investor needs using quantitative insights to uncover areas of opportunity.
• Perform analyses of historical data to drive business strategy using advanced analytical methods.
• Visualize and tell compelling stories with data. Prepare and deliver visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
• Communicate effectively and show flexibility in style with different audiences. Explain higher level statistical methods and analytical results to a diverse audience.
• Acquire and compile structured and unstructured data and verify quality and accuracy.
• Collaborate with internal partners to understand business strategy, questions, and goals. Bring structure to business requests, translate requirements into an analytical approach, and lead project through completion.
• Mentor, coach, train, and develop junior analysts. Proactively expand knowledge of business and analytics and share with team members.
• Work in an ambiguous environment and adapt quickly to change.

This is a full-time position with a hybrid working environment.
Employees are required to work from the offices from Tuesday-Thursday each week. Mondays and Fridays can be worked remotely. Thus, you will need to be based out of or should be willing to relocate/travel to the following cities:
• Charlotte, NC
• Plano, TX
• Melvern, PA
• Scottsdale, AZ

Qualifications:
• Minimum of five years related work experience.
• Undergraduate degree or equivalent combination of training and experience.
• Degree in an analytic/quantitative field such as: Applied Mathematics, Statistics, Economics or related analytical field of study or equivalent combination of training and experience preferred.
• Advanced level skills in SQL. Proficiency with relational databases or Big Data platforms, Data Analysis packages (Python, R, SAS etc.) and Data Visualization packages (Tableau, etc.)
• Experience with advanced statistical and machine-learning methods such as: regression models, propensity models, segmentation, optimization, experimental test design, time series analysis, cohort analysis, Bayesian methods, decision trees, text analysis, etc.

Senior Data Analyst - PG