Wealth Management Data Analytics & Reporting Analyst

$108,375 - $127,500/Yr

US Bank - Minneapolis, MN

Full-time - Senior

Minneapolis, MN

Credit Intermediation and Related Activities

About the position

The Wealth Management Data Analytics & Reporting Analyst at U.S. Bank is responsible for performance, regulatory, risk, and incentive-related reporting for the Wealth Management line of business. This role involves analyzing data to support business development efforts and enhancing existing reporting systems. The analyst will collaborate with various teams to address data needs and provide insights that drive management decisions.

Responsibilities

• Support Wealth business partners with report development and data needs.
• Review data and reporting requirements and determine best tools to support business initiatives and business intelligence.
• Interface with Data Warehouse, Operations, Customer Information, and other data teams to understand and make use of available data and reporting systems.
• Identify, gather, and analyze wealth management data to support enhanced understanding of wealth initiatives.
• Work with internal partners to develop and maintain key metrics, dashboard/reporting and ad hoc analysis to quantify, monitor and improve business intelligence.
• Serve as subject matter expert (SME) in wealth banking and brokerage activities and performance.

Requirements

• Master's degree in data and technology management, or equivalent work experience
• Five to ten years of experience in data management and business intelligence in the financial services industry
• Experience with SQL database modeling and design
• Prior hands-on experience and proficiency with SQL, Power BI, and MS Excel
• Comfortable working with complex data sets and building additional data sets from them
• Prior work with a banking, brokerage and wealth platforms preferred
• Excellent verbal and written communication, collaboration and partnership skills
• Conversant in basic and descriptive statistics
• Strong organizational and analytical skills
• Demonstrated leadership skills
• Ability to thrive in a fast-paced environment
• BS in finance, statistics, accounting, information technology, computer science or related field preferred

Nice-to-haves

• Experience with SQL database modeling and design
• Prior work with a banking, brokerage and wealth platforms preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law