Financial Analyst - Wealth Management

About

Opportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards.

Key Responsibilities

Solution Design & Delivery

• Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.
• Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).
• Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.

Operational Excellence & Controls

• Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access).
• Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users.

Stakeholder Engagement

• Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency).
• Present prototypes and production updates; triage enhancement requests and maintain backlog.

Continuous Improvement

• Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.

Required Qualifications

• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.
• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.
• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.
• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.
• Domain: Working knowledge of DTC / Settlement operations.
• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.

Preferred Qualifications

• Prior experience automating settlement-adjacent use cases
• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.

Core Competencies

• Analytical problem solving and data wrangling at scale
• Process redesign and automation mindset
• Communication and stakeholder management across operations and technology
• Documentation, testing, and change management discipline

Education

Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).