Data & BI Analyst I

Company: EDWARD JONES
Location: Koeltztown
Posted on: June 24, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.The Branch Development division at Edward Jones hires, trains, supports, and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.Branch Team Market Optimization (BTMO) is an area within Branch Development that enables branch teams to start, build and transition professional practices that enable individual investors to work toward realizing their life dreams for them and their families. Branch Team Market Optimization delivers this by assisting with branch team talent attraction, selection and onboarding, client transition experience and branch real estate strategy.The Data & BI Analyst will be responsible for delivering analytics to inform and monitor BTMO strategies. The responsibilities include:
Business Understanding:

• Maintain a working knowledge of division results & key divisional business drivers, as well as an understanding of key strategies & priorities of their division, to be able to apply business knowledge to analytic approach to address business questions. Data Wrangling:
  • Build and maintain a working knowledge of data sets available to the analyst.
  • Extract, cleanse and transform data to support the needs of the analysis.
  • Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.Data Requirements:
    • Define business and data requirements for analytic deliverables, and serve as liaison with IDM process.Analysis:
      • Understand and apply basic descriptive statistical concepts.
      • Provide actionable insights to support business decisions, primarily by performing root cause, exploratory, sensitivity and scenario analysis, economic modeling and data visualization to identify patterns/trends/insights etc. on predefined problems.Storytelling & Communication:
        • Generate and incorporate insights into a cohesive story that clearly addresses business questions.
        • Effectively communicate tailored messages regarding analytic ideas, approach, key takeaways and actionable insights.
        • Ability to communicate technical information to non-technical audiences.Business Consulting:
          • Develop and manage business relationships with project team members and leaders across the organization.
          • Consult with business owners to understand the business problem. Collaborate with others to identify the appropriate analytic approach to solve the problem.
          • Support KPI and benchmark development.Operational Efficiency:
            • Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility. BI Development:
              • Interact with BI Tools to answer questions, build basic visulizations and reports.
              • Ability to test and maintain BI products developed and follow BI governance process and procedures.Education:
                • Bachelor's Degree required with an emphasis in business, economics, math, engineering or analytics preferred (or relevant work experience).Functional/Technical Qualifications:
                  • Experience interacting with database and file storage systems (Examples: Oracle, Hadoop, NoSQL).
                  • Ability to use tools to access and transform data.
                  • Some knowledge of statistical concepts and analytic techniques, including descriptive statistics, economic modeling, exploratory analysis, and variance analysis required.
                  • Ability to use Microsoft Excel, including use of pivot tables, formulas, macros, vba, charts/graphs.
                  • Ability to use visualization tools such as Tableau, Power BI or QlikView.
                  • Strong analytical, critical and systems thinking required.
                    • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
                      • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
                        From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.

                        Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
                        Salary: $66379 - $109459
                        Category: Headquarters

Keywords: EDWARD JONES, Columbia , Data & BI Analyst I, Professions , Koeltztown, Missouri