Operations Data Analyst

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).