Stay current with emerging analytics and visualization platforms, and proactively learn new tools as needed.
Apply domain knowledge of the US trust business to ensure data interpretations and BI solutions align with industry context and regulatory nuances.
What technical skills, experience, and qualifications are required?
8+ years of experience in data analysis, business intelligence, or a related field.
Strong understanding of analytics and BI requirement gathering processes.
Proven experience working with enterprise datasets as well as offline/manual data sources.
Strong data analysis skills — able to interpret data, identify trends, and derive business insights.
Experience creating wireframes for dashboards/reports before development.
Strong logical reasoning and analytical problem-solving abilities.
Excellent documentation skills, including writing clear and detailed requirement specifications.
Proficiency in SQL and querying tools (e.g., SQL Developer).
Hands-on working experience with Power BI, Tableau, and Domo.
Willingness and ability to quickly learn new analytics/visualization platforms.
Must have prior knowledge/experience in the US trust business (e.g., trust accounting, trust administration, fiduciary services, or related financial/regulatory frameworks).
Strong communication skills to interact with both technical and non-technical stakeholders.
Preferred Qualifications
Experience working in financial services, wealth management, or fiduciary/trust operations.
Familiarity with data governance and data quality best practices.
Exposure to agile/scrum delivery methodologies for BI projects.
Bachelor's degree in Business, Analytics, Computer Science, Finance, or a related field (or equivalent practical experience).
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