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Business Intelligence Analyst, Service Division Analysis

Company: EDWARD JONES
Location: Columbia
Posted on: May 16, 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 Service Division Analysis (SDA) department has an open Business Intelligence Analyst position. This role will contribute within group of high-performing analysts dedicated to supporting the analytic, reporting and data needs of the Service Division.

The ideal candidate will have solid experience as a Business Analyst as well as strong competence in data manipulation and visualization. The core responsibilities of the role center around consulting with business leaders, translating business strategy into analytic requirements and transforming data into insights to support business decisions.

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.Analysis
    • 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.
    • Understand and apply basic descriptive statistical concepts.
      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 Intelligence Development
        • Interact with BI Tools to answer questions, build basic visualizations and reports.
        • Ability to test and maintain BI products developed and follow BI governance process and procedures.
          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 the Information and Data Management (IDM) process.Operational Efficiency
                • Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibilityEducation
                  • Bachelor's Degree required with an emphasis in business, economics, math, engineering or analytics preferred (or relevant work experience).Experience
                    • 3+ years experience in an analytic role, consulting with business leaders, working with data and using analytic/BI technology.Functional/Technical Qualifications
                      • Strong analytical, critical and systems thinking required.
                      • 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.
                        Please note: this position is titled Data and BI Analyst I internally.
                        • 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. Visit our career site 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 , Business Intelligence Analyst, Service Division Analysis, Professions , Columbia, South Carolina

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