Vacancy Description
Job Summary:
- The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
- This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
- Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
- Strong experience working with flat files and APIs.
- Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI to track performance metrics across various data sources.
- Translate data findings into actionable insights, highlighting ...
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