5 Star Global Recruitment Partners is hiring: Envestnet UMP Data Analyst in Clev

About the job Envestnet UMP Data Analyst 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. • 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 experince 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 include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus. MUST HAVE: • This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations. • Experience in Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data. • Strong experience in handling Flat files, and strong work experience in APIs. • Experience Developing and maintaining 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. • Qualifications include a relevant bachelors degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.