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Data & BI Analyst II

Location: Jefferson City
Posted on: May 14, 2022

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.Data and BI Analyst II
Data & Analytics

Firm Analytics partners with business areas to provide analytical and financial insights for firm decision making and strategic planning. Data & Analytics utilize advanced data manipulation techniques and tools in their expertise of sourcing and transforming of data that provide actionable insights.

The Data and BI Analyst will be dedicated to supporting the Pricing Center of Excellence or Performance & Incentive Center of Excellence. The Client Pricing COE exists to develop a robust client pricing function for an organization of our size/complexity while developing forward-looking monetization approaches that complement firm strategy. The Performance and Incentives COE is responsible for establishing the branch team compensation and incentive vision and strategies to recognize and reward branch team member's contribution to fulfilling our purpose of partnering for positive impact to improve the lives of our clients and colleagues and together better our communities and society.

Key Responsibilities:

Business Understanding:

  • Maintain a strong understanding of division results & key business drivers, as well as an understanding of key strategies & priorities of business, to be able to apply business knowledge to analytic approach to address business questions.
  • Drive measurement and improvement strategies by connecting business activity to outcomes that will help achieve stated goals.Data Wrangling:
    • Build and maintain a strong knowledge of data sets available to the analyst.
    • Extract, merge, cleanse and transform data from multiple sources as needed for analysis.
    • Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues.Data Requirements:
      • Define business and data requirements for analytic deliverables, and serve as liaison with IS support teams.
      • Lead collaboration with IDM for data improvements and proactively identify data enhancements in conjunction with division data stewards.Analysis:
        • Understand and apply beginning statistical concepts.
        • Provide actionable insights to support 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.Storytelling & Communication:
          • Independently generate and incorporate insights into a cohesive story that clearly addresses business questions.
          • Effectively create and communicate tailored messages to the business partners regarding analytic ideas, approach, key takeaways and actionable insights.
          • Ability to communicate technical information to non-technical audiences.Business Consulting:
            • Develop and manage business relationships with project team members and leaders across the organization.
            • Consult with business owners to understand the business problem. Collaborate with others to identify the appropriate analytic approach to solve the problem.
            • Lead the development and monitoring of KPIs and benchmarks. Ability to communicate results to senior leaders.
            • Serve as a technical and functional data subject matter expert.Operational Efficiency:
              • Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.
              • Quantify the impact of process improvement, propose solutions to relevant parties and drive implementation of solutions with support from leader.BI Development:
                • Interact with BI Tools to answer questions, build low to moderately complex visualization and reports
                • Ability to test and maintain BI products developed and follow BI governance process and procedures.Education:
                  • Bachelor's Degree required with an emphasis in business, economics, math, engineering or analytics preferred (or relevant work experience).
                  • Advanced degree or certification preferred.
                    Years Work Experience: 3-5 years with at least 2 years of analytic experience

                    Functional/Technical Qualifications:
                    • Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL). Understanding of join types.
                    • Experience with data manipulation languages, such as SQL, required.
                    • Knowledge of statistical concepts and analytic techniques, including descriptive statistics, forecasting, economic modeling, exploratory analysis, and variance analysis required.
                    • Ability to perform univariate analytic analytial techniques.
                    • Experience using Microsoft Excel, including use of pivot tables, formulas, macros, vba, charts/graphs.
                    • Experience with visualization tools such as Tableau, PowerBi, or QlikView.
                    • Strong analytical, critical and systems thinking required.
                      Persons requiring sponsorship for an employment visa are ineligible for this position
                      • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
                        • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
                        • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
                          • From The Human Rights Campaign. All Rights Reserved
                          • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
                          • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
                            • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.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. Visit our career site 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: $76798 - $130764
                              Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Data & BI Analyst II, Professions , Jefferson City, Missouri

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