What are the responsibilities and job description for the Data & BI Analyst I - Branch Development position at Edward Jones?
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.
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.
Are you looking for an opportunity that produces results around strengthening relationships and communities?
The Data & BI Analyst I opportunity works in collaboration to provide analytics and reporting to support Branch Development's work to lead the delivery of unparalleled experiences to branch teams that result in deep personal and financial relationships with clients and communities.
Position Summary:
The Data & BI Analyst I is responsible for providing for providing actionable insights to support business decisions. They work in collaboration with other analysts and problems.
Essential Functions:
The Data & BI Analyst I opportunity works in collaboration to provide analytics and reporting to support Branch Development's work to lead the delivery of unparalleled experiences to branch teams that result in deep personal and financial relationships with clients and communities.
Position Summary:
The Data & BI Analyst I is responsible for providing for providing actionable insights to support business decisions. They work in collaboration with other analysts and problems.
Essential Functions:
- 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.
- 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. Pressure test and validate logic and outputs against known sources and understanding of business.
- Define business and data requirements for analytic deliverables and serve as liaison with IDM process.
- 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
- Generate and incorporate insights into a cohesive story that clearly addresses business questions. Effectively communicate analytic ideas, approach, key takeaways and actionable insights and technical information to non-technical audiences.
- 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.
- Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.
- Quantify the impact of process improvement, propose solutions to relevant parties and drive implementation of solutions with support from leader. Support KPI and benchmark development.
- Interact with BI Tools to BI Products and answer questions, build low to moderately complex visualizations and reports and follow BI governance process and procedures
Experience Required:
- No prior experience required
- Bachelor's Degree in relevant field (or relevant work experience)
- Advanced Degree or Certification preferred
- Requires conceptual knowledge of theories, practices, and procedures within a job discipline
- Strong analytical, critical and systems thinking required
- Experience interacting with database and file storage systems (e.g. Oracle, Hadoop, NoSQL)
- Ability to use tools to access and transform data, some statistics, economic modeling, exploratory analysis, and variance analysis required
- Applies general knowledge of business developed through education or past experience
- Accountable for own contributions
- Uses existing procedures to solve standard problems; analyze information and standard practices to make judgements
- Solves problems in straightforward situations; analyses possible solutions using technical experience, judgement, and precedents
- The Analyst must have ability to identify the question(s), what data is needed, and then analyze and interpret the results for business owners & leaders in a clear, concise manner. Assist with the implementation of agreed upon solutions as well as ensure proper understanding within affected business area, collaborate well with associates and leadership within the department (and potentially firm leadership and/or external vendors) is necessary
- Has limited impact on own work team; works within standardized procedures and practices to achieve objectives and meet deadlines
- Ability to accurately assess risk and prioritize work
- Performs structured analysis for divisional/department leaders typically with low complexity
- Works with divisions throughout the firm to support the strategic decision-making processes
- Coordinate with others to accomplish tasks and meet deadlines will be required
- This position requires an understanding of how departments/divisions interact with one another and impact operations and initiatives at the divisional level
- Exchanges straightforward information, asks questions and checks for understanding
- 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 Reserved
- 2021 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. [ Link removed ] - Click here to apply to Data & BI Analyst I - Branch Development 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
Recommended Skills
- Dashboard
- Data Management
- Data Quality
- Extract Transform Load (Etl)
- Data Modeling
- Data Analysis
Salary : $66,379 - $109,459
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