Client Portal Data Analyst

Location: San Francisco, ca
Job Tittle:  Client Portal Data Analyst
Locations: San Francisco, CA
Job Type:  Long Term Contract
The Data Analyst works with subject matter experts from the project team to determine data requirements for PWM Data Warehouse systems, develop these requirements into functional specifications and detailed data flow design documents, and participates in the full development process life-cycle from concept, through testing, to implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation of PWM Data Warehouse capability. This will include communicating business term definition, establishing data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, process and workflow knowledge and user acceptance testing.
  • Collaborate with Project Manager, business and technology/vendor partners to jointly identify data needs required to deliver the next generation of wealth management technology Data Warehouse solutions.
  • Reconcile source data with data at vendor to support transition to PWM Data Warehouse
  • Develop and verify data mapping as needed to support the PWM Data Warehouse project. Provide Technical specs to Development Team such that ETLs can be built to spec
  • Write and execute data quality checks to:
  • Ensure that all and only the expected records appear
  • Ensure that calculated values are correct
  • Ensure that abnormal/edge cases are handled as expected
  • Ensure that all values fall within expected range
  • Check null value handling, etc. 
  • Communicate standard calculation logic and business term definition
  • Establish best practices and data quality rules benefiting all aspects of the business.
  • Work closely with vendors to debug data issues
  • Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports).
Experience & Education:
  • BA in Mathematics, Computer Science, or Engineering required
  • 5+ years of relevant work experience with background in wealth management and/or client/account holdings
  • 5+ years of relevant experience in data analysis and/or data management
  • Technical Skills:
  • Solid expertise writing SQL
  • Excellent attention to detail and experience debugging code
  • Knowledge of Private Wealth Management/Investment Management – with ability to  interpret definitions and calculations from business language to developer logic
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