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Senior Data Analytics Analyst

Location: Waterloo
Posted on: March 17, 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.
Come join us in Firm Analytics, where we strive to unleash the full potential of data to address business challenges. As an analyst on our team, you will design, develop, and deliver data stories by applying best in class data manipulation, descriptive statistical analysis, and impactful data visualization techniques. You will combine data from multiple sources to develop innovative analytical solutions to business problems. You will collaborate with business leaders and other team members to develop actionable insights which inform enterprise decision making and influence strategic planning.

Your insights, real outcomes. If you have a passion for data, problem-solving, developing solutions, driving analysis to action and inquiry into innovation, Firm Analytics at Edward Jones may be your next career choice.

Key Responsibilities:
1. Utilize data manipulation and aggregation techniques, descriptive statistics and/or data visualization methods to design KPIs that measure various firm strategies.
2. Leverage business and analytic acumen to develop prototypes that answer business questions, validate use cases or document understanding of key requirements/stakeholder needs.
3. Maintain a good understanding of business objectives, key business drivers/strategies/priorities, to inform an analytic approach to address business questions.
4. Query, manipulate and validate data across multiple domains using database technologies and querying languages such as SQL, Snowflake or Salesforce data recipes.
5. Conduct meaningful descriptive statistical analysis through exploratory analysis to identify correlation among variables, data distributions, quartile rankings and measures of frequency.
6. Create data visualizations that simplify complex information in a robust, accurate, and appealing visual story that engages stakeholders and drives them to action.
7. Communicate across a wide range of audiences with specialized subject matter expertise including finance, compliance, marketing, products, branch development, and technology.
8. Apply critical thinking and business knowledge to validate logic and output against known data sources, sharing best practices with others on the team and across the analytic community.
9. Collaborate with and occasionally lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives.
10. Apply domain expertise to proactively recommend improvement to business processes, while quantifying the impact of changes for leaders.
11. Mentor and help develop other junior analysts on the team.

Required Qualifications
--- 5+ years of experience in data analytics
--- Undergraduate degree
--- Ability to extract and analyze large amounts of data using at least one data manipulation language (SQL preferred, Snowflake a plus)
--- Strong knowledge and experience working with the Salesforce data model and Salesforce Financial Services Cloud
--- Strong analysis skills, primarily investigating and explaining trends using statistical techniques
--- Ability to prioritize and execute on multiple tasks as well as adjust to changing priorities with minimal leader oversight
--- Works effectively in both an independent and team environment
--- Ability to effectively communicate with associates and leadership in cross-functional settings using verbal, written and presentation skills

Preferred Qualifications:
--- Undergraduate/Advanced degree in Mathematics, Sciences, Engineering, Finance, and Information systems
--- Experienced in building complex data objects in CRM Analytics within Salesforce
--- Experienced in designing and developing robust data visualizations in CRM Analytics
--- Statistical tools such as R, SAS, SPSS, Python, or Dataiku
--- Data visualization experience in Tableau
Persons requiring sponsorship for an employment visa are ineligible for this position

  • 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. 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: $92984 - $158325
            Category: Headquarters

Keywords: EDWARD JONES, Springfield , Senior Data Analytics Analyst, Professions , Waterloo, Illinois

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