Strategy & Analytics Analyst, Assistant Vice President

• Support Wealth Management data migration, modernization, and decommission initiatives
• Assist with intake, documentation, and prioritization of data capability requests
• Translate business needs into requirements, user stories, and delivery documentation
• Track project milestones, risks, dependencies, issues, and stakeholder decisions
• Document authoritative data sources, lineage, metadata, and data quality considerations
• Build analyses, dashboards, scorecards, and status materials
• Prepare executive-ready updates, meeting materials, and roadmap summaries
• Partner with business, technology, analytics, data engineering, and governance teams
• Support adoption through documentation, training materials, user feedback, and communication plans
• Identify opportunities to improve processes, automate reporting, and enable scalable analytics consumption

Requirements

• 4–6 years of experience in strategy, analytics, product support, business analysis, project management, data platforms, or technology delivery
• Strong analytical, communication, organizational, and problem-solving skills
• Ability to document requirements and translate business needs into actionable plans
• Familiarity with SQL, Snowflake, Tableau, Power BI, Excel, and Jira preferred
• Understanding of data governance, data quality, metadata, lineage, and cloud data platforms preferred
• Financial services, Wealth Management, Marketing, or client data experience is a plus
• Undergraduate Degree required

Core Competencies

Demonstrates expertise in data migration, modernization, and governance within Wealth Management, with strong capabilities in analytics, project management, and stakeholder communication. Proficient in translating business needs into actionable requirements and delivering comprehensive documentation and training materials.

Highest-signal resume keywords

• Data Migration Support
• SQL Proficiency
• Tableau Expertise
• Project Management Experience
• Data Governance Understanding

ATS Optimization Keywords

Hard Skills

• Data Analysis
• Business Analysis
• Requirements Documentation
• Process Improvement
• Data Quality Assessment

Soft Skills

• Analytical Skills
• Communication Skills
• Organizational Skills
• Problem-Solving Skills

Industry Keywords

• Wealth Management
• Financial Services
• Client Data
• Marketing

Tools & Technologies

• Snowflake
• Power BI
• Excel
• Jira