Hi Everyone,
Hope you are doing great,

We have an immediate opportunity for *Data Analyst at San Francisco, CA*.
Below is the job description and if you’d like to pursue this, please
include a word copy of your latest resume along with a daytime phone number
and rate in your response.

*Send resumes to [email protected] <[email protected]>*

*Job Role: Data Analyst *
*Contract: Long Term*
*Location:San Francisco, CA*
*Interview: Phone/Skype*

*Data Analyst:*
As part of the Information Services team, the Wealth Management Technology
Team drives the vision to create an industry leading, client-centric wealth
technology experience. The team is looking for forward thinking, action
oriented individuals to help drive the implementation of innovative,
cutting-edge solutions.

*Summary:*

   - This position reports to a Director of Wealth Management Technology
   and supports the development and implementation of Wealth Management’s
   technology roadmap. This role has a key responsibility within First
   Republic to ensure that our client experience within Wealth Management
   maintains the highest standards of the Bank.
   - 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


*Professional Skills/Competency:*

   - Strong quantitative and analytical skills - ability to quickly analyze
   data to identify key insights and apply them to the business
   - Clear, high-level understanding of complex data models and software
    integration/delivery
   - Focus on development/ improvement of data  to support continuous
   evolution of a more competitive and profitable Bank
   - Excellent communication skills, including ability to present
   effectively to both business and technical audiences at all levels of the
   organization
   - Strong orientation to clients, including demonstrated ability to
   understand needs and apply this knowledge to drive data enhancements
   - Understanding of traditional and alternative asset class investment
   data, including but not limited to equity, fixed income, private equity,
   real estate, derivatives, mutual funds, ETFs, global assets, foreign
   exchange, etc.
   - Personal Skills/Competency
   - Consistently demonstrates and follows high standards of integrity in
   business decision-making
   - Looks toward the broadest possible view of an issue/ challenge; can
   easily pose future scenarios; can think globally about all aspects of the
   Bank; can discuss multiple considerations of an issue and forecast them
   into the future; understands how the Bank works, competes, serves clients,
   and generates shareholder value
   - Demonstrates excellent communication and interpersonal skills; able to
   communicate clearly and concisely in a variety of settings and styles; is
   effective in a variety of formal presentation and meeting settings
   - Gains support for change by providing context and responding with
   sensitivity to concerns; takes initiative to recommend/ develop innovative
   approaches to getting things done
   - Can quickly find common ground and solve problems for the good of all;
   is a team player and encourages collaboration
   - SQL – Required
   - Excel - Required
   - Wealth Management/Investment Management data experience - Required
   - TFS/JIRA or other issue tracking application preferred


Thanks and Regards,

Sam
New York Technology Partners – Rochester
T1: (201) 680-0200 x 7026
[email protected]
www.nytp.com

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