The Value Maximizer

Business Data Analyst

The Value Maximizer, SC, United States

BUSINESS DATA ANALYST – Fort Mill, SC or New York City, NY

Support tactical and strategic projects that align with and advance the Global Trust Business vision, focusing on optimizing the client, employee and control experience. Involve day-to-day ad hoc items that require oversight and leadership with a strong emphasis on control and remedial project work.
Develop project artifacts as needed, including Business Requirements Documentation (BRD), Functional Requirements Documentation (FRD), test planning and scenario documents for user acceptance testing (UAT), and project plans for key technical deliveries.
Support data needs of the business by understanding data tables in various applications, developing queries targeted to requirements, and interpreting data to confirm delivery of what is needed.
Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple yet effective.
Partner with business leaders to understand their needs and processes and streamline them to enhance controls, create efficiencies and drive business growth.
Collaborate with all constituents to ensure consistency of solutions across all trust centers.
Support strategic initiatives from problem identification through requirements definition and solution implementation, including long-term projects and daily ad hoc items.
Create key management presentations for various audiences that articulate strategic initiatives and accomplishments.

Business Data Analysis with Wealth Management experience (10+ years).
Strong in AWS, SQL queries and Python; Wealth Management domain knowledge required.
Experience with prime broker-dealer business, alternative investments, retirement funds, portfolio management; experience with ledger tools such as Beta and Fund Master is a plus.
Trade placing and execution on behalf of clients; familiarity with client worksheet balance tools used to execute trades; client portfolio construction and rebalancing as per market conditions.

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