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Senior Data Analyst - Firm Analytics

Location: Jefferson City
Posted on: January 20, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.What You'll Do

  • Translate ambiguous business problems into questions that can be answered by leveraging analytical approaches and techniques
  • Develop a strong understanding of the Edward Jones Solutions-Based Approach to ensure that insights derived from analyses are actionable and relevant
  • Help solve strategic challenges facing the firm through data using various technologies, languages, and analytical methods to provide actionable insights that support business decisions.
  • Analyze the effectiveness of programs, summarize and present data to enhance future efforts using appropriate statistical methods.
  • Develop business relationships and partnerships with cross-functional targeted business owners and senior leaders across the organization.
  • Collaborate with cross-functional teams of various areas of expertise across the firm in order to complete analytics projects that support divisional and firm-wide business objectives
  • Learn from other team members, associates, and leaders across the firm on data and statistical concepts and best practices.Firm Analytics partners with business areas to provide analytical and financial insights for firm decision making and strategic planning. We use advanced data manipulation techniques, data visualization and statistical analysis to provide actionable insights to the enterprise.

    Key Responsibilities
    • Design and execute measures, KPIs and descriptive analytic analysis by leveraging business acumen and analytic acumen.
    • Design and develop technical and functional prototypes to uncover business questions, validate use cases and capture key requirements.
    • Query, manipulate and validate data across multiple domains using database technologies and querying languages (SQL, Snowflake etc.)
    • Analyze the effectiveness of programs, perform calculations, summarize, and present insights to enhance future efforts using appropriate descriptive statistical methods.
    • Conduct meaningful descriptive data analysis to inform business decisions. Primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling, and data visualization to identify patterns/trends/insights etc. on ambiguous business problems.
    • Create data visualizations that simplify complex information in a robust, accurate, and appealing visual story that engages end users and drives them to action.
    • Collaborate with cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives; occasionally lead cross-functional teams responsible for divisional objectives while following an analytics development lifecycle.
    • Communicate across a wide range of audiences with specialized subject matter expertise including Finance, Compliance, Marketing, Products, Branch Development, and Technology.
    • Work with stakeholders throughout the organization to identify opportunities for leveraging data & analytics to drive business outcomes.
    • Proactively recommend improvement to processes and controls related to area responsibilities while quantifying the impact of changes for leaders.
    • Maintain a good understanding of business objectives, key business drivers, strategies and priorities, to inform an analytic approach to address business questions.Education Required:
      • Bachelor's Degree with an emphasis in finance, business, economics, data science, math, engineering or analytics preferred. Relevant work experience will be considered,Experience Required:
        • 5+ years experience in relevant field (marketing, finance, data analytics, etc).Functional knowledge:
          • Strong analytical, critical, and systems thinkingPreferred:
            • Advanced Degree
            • Previous analytical related experience
            • Financial services industry experience
              • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
                • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
                  Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
                  For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
                  Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
                  Salary: $92984 - $158325
                  Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Senior Data Analyst - Firm Analytics, Accounting, Auditing , Jefferson City, Missouri

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