ESR Healthcare
Overview
Envestnet UMP Data Analyst (4173-1) Cleveland, OH Digital : Microsoft Power BI Digital : Business Intelligence and Analytics Tools Experience level: Mid-senior | Experience required: 10 Years | Education level: Bachelor’s degree | Job function: Information Technology | Industry: Information Technology and Services | Pay rate : View hourly payrate | Total position: 1 | Relocation assistance: No | Visa sponsorship eligibility: No Job Summary
The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making. This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations. Responsibilities
Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data. Strong expereince in handling Flat files, and strong work experice in APIs Develop and maintain dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources. Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement. Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making. Ensure data accuracy and integrity through robust quality checks and governance protocols. Qualifications
Qualifications include a relevant Bachelor’s degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.
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Envestnet UMP Data Analyst (4173-1) Cleveland, OH Digital : Microsoft Power BI Digital : Business Intelligence and Analytics Tools Experience level: Mid-senior | Experience required: 10 Years | Education level: Bachelor’s degree | Job function: Information Technology | Industry: Information Technology and Services | Pay rate : View hourly payrate | Total position: 1 | Relocation assistance: No | Visa sponsorship eligibility: No Job Summary
The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making. This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations. Responsibilities
Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data. Strong expereince in handling Flat files, and strong work experice in APIs Develop and maintain dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources. Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement. Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making. Ensure data accuracy and integrity through robust quality checks and governance protocols. Qualifications
Qualifications include a relevant Bachelor’s degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.
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