About the role

What you’ll do

• Own reporting and analysis connecting data, financial insight, and advisor feedback to business decisions.
• Investigate performance drivers across products, channels, customer segments, geographies, or initiatives.
• Provide recommendations that inform investments, services, and support for independent advisors.
• Build, automate, and maintain recurring reporting with attention to data quality and controls.
• Communicate trends, comparisons, and performance drivers clearly to senior executives and cross-functional partners.
• Support executive-level reporting and business reviews in a fast-paced, highly visible environment.

What you’ll need

• Bachelor's degree in a quantitative discipline such as Data Science, Mathematics, Statistics, Physics, Engineering, Economics, Finance, or related field.
• 0–3 years of experience using data and analytical methods to solve complex business problems.
• 0–3 years of experience using SQL and at least one of SAS, Python, or R.
• Demonstrated experience using AI-assisted development tools such as GitHub Copilot.
• Experience building, automating, and maintaining recurring reporting with strong attention to data quality and reproducibility.
• Valid US work authorization without need for visa sponsorship now or in the future.

Original job description