Wealth Performance & Analytics Sr. Data Analyst

Wealth Performance & Analytics Sr. Data Analyst

Charlotte, NC, USA

Senior Data Analyst

The Senior Data Analyst performs complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job is responsible for examining and identifying data patterns and trends that help answer business questions and improve decision‑making. Under limited supervision, the Senior Data Analyst collects data sources, analyzes and extracts key data and information. This job also evaluates and monitors data quality to meet the organization’s information system needs and requirements.

Key Responsibilities and Duties

• Applies mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
• Utilizes trends found from modeling to inform other lines of business such as product development and marketing decisions.
• Creates data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential future business decisions.
• Participates in development of detailed reports and conclusions for business, finance, and investment management based on data summaries.
• Identifies areas of opportunity and risk through data analysis and modelling.
• Provides information for additional research and analysis in line with statistical methodology.
• Partners with other areas of the business to model the potential outcomes of implementing various business strategies.

Educational Requirements

Bachelor's Degree or Equivalent Experience

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Sedentary Work

Required Qualifications

• 3 years of data analytics experience

Preferred Qualifications

• 5+ years of data analytics experience
• 3+ years of SQL and data visualization experience (Tableau and/or Power BI)
• Wealth Management background

Related Skills

Collaboration, Continuous Improvement Mindset, Data-Driven Business Intelligence, Data Engineering/Analytics, Data Visualization, Predictive Modeling, Problem Solving, Programming, Resourcefulness, Statistics, Story Telling

Anticipated Posting End Date

Base Pay Range

$74,900/yr - $120,000/yr

Equal Opportunity Employer

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.