Data & BI Analyst II, Operations
Company: EDWARD JONES
Location: Hecker
Posted on: June 24, 2022
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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.At Edward Jones, the focus of the Operations Division is
on creating the ideal client and branch experience within key
phases of the client lifecycle including account opening, trade
settlement, movement of client cash and securities, statement
production, and tax reporting. Working in partnership, the Business
Process Improvement (BPI) and Operations Technology teams
collaborate with business owners to identify opportunities for
operational efficiency and risk mitigation within each key phase.
Utilizing these insights, both teams strive to enhance the client
and branch experience by delivering innovative solutions ranging
from smart automation and workflow, to process improvement, to data
analysis and reporting.
The Data & BI Analyst II is responsible for providing actionable
insights to support business decisions. They work in collaboration
with other analysts and stakeholders on the formulation of
appropriate analytic approach to solve ambiguous business
problems.
Essential Functions
--- Maintain a strong understanding of division results & key
business drivers, as well as an understanding of key business
strategies & priorities, apply business knowledge to analytic
approach to address business questions.
--- Document, monitor, and proactively recommend improvements to
processes and controls related to areas of responsibility.
--- Lead the development and monitoring of divisional key measures.
Ability to communicate results to senior leaders.
--- 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
--- Independently generate and incorporate insights into a cohesive
story that clearly addresses business questions. Effectively
communicate with business partners and non- technical audience
regarding analytic ideas, approach, key takeaways and actionable
insights.
--- Interact with BI Tools to answer questions, build low to
moderately complex visualizations and reports
--- 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 to
identify the appropriate analytic approach to solve the
problem.
--- Build and maintain a strong knowledge of data sets available to
the analyst. Extract, cleanse and transform data to support
analysis needs. Pressure test and validate logic and outputs
against known sources and business acumen. Proactively identify
data quality issues.
Leadership:
--- Ability to work effectively both independently and in a team
environment
--- Independently organize, plan & prioritize individual effort
needed to ensure overall success of cross-functional projects.
Occasionally lead cross-functional teams responsible for divisional
objectives.
--- Assist with the onboarding of other data analysts.
Problem Solving:
--- Ability to identify the question(s), what data is needed,
analyze and interpret the results to recommend solutions to senior
& executive division leaders for a broad spectrum of business
improvement opportunities in a clear and concise manner.
--- Execute on projects of a moderate complexity which involve
cross-functional teams, collaborate well with associates and
leadership throughout the division (and potentially firm leadership
and/or external vendors)
Impact:
--- Develops and performs moderately complex analysis, typically
with moderate business impact.
--- Works with leaders throughout the firm, providing analytical
guidance to directly influence business decisions.
--- While there are no direct supervisory responsibilities,
coordinating with others to accomplish tasks and meet deadlines
will be required, and may be asked to occasionally mentor and train
other associates on the team.
--- Influence decision making, by gaining a deep understanding of
inter-departments/divisions interactions the impact on firm
operations and initiatives.
Experience Required: 3-5 years, with at least 2 years of analytic
experience
Education Required: Bachelor's Degree required with an emphasis in
business, economics, math, engineering, or analytics preferred (or
relevant work experience). Advanced degree or certification
preferred.
Licenses Required: SIE and Series 99 required within 90 days of
start date (US); Series 7 required within 12 months of start date
(US). Outside the US, appropriate country-specific licenses
required. Other certifications may be required.
Functional Knowledge:
--- Experience with visualization tools such as Tableau/Power
BI
--- Experience using Microsoft Excel, including the use of pivot
tables, formulas, macros, vba, charts/graphs
--- Proficiency interacting with various database and file storage
systems. Understanding of join types.
--- Experience with data manipulation languages, such as SQL
Salary: $76798 - $130764
Category: Headquarters
Keywords: EDWARD JONES, Springfield , Data & BI Analyst II, Operations, Professions , Hecker, Illinois
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