Associate, Data Analytics and Reporting

CI Financial•Miami, FL

1d•Onsite

About The Position

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

Demonstrated proficiency in a data analytics tooling (e.g., SQL, DBT, Python, Tableau, Excel)
Ability to analyze structured/unstructured data and derive actionable insights
Experience managing end-to-end analytics projects
Ability to synthesize and present data insights in a way that drives decision-making
Deep experience working with and joining disparate data sources
Strong analytical, problem-solving, and critical thinking skills
Comfort with ambiguity and proven ownership mindset
Effective communication, both orally and in writing
Strong attention to detail with a high degree of accuracy and consistency
Ability to lead projects end-to-end, in a structured way, and with minimal supervision
High standards of professionalism and confidentiality
Distinguished academic track record in quantitative discipline
Minimum 1-3+ year work experience in data-related roles
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Experience in applying advanced analytical approaches to deliver on key business objectives (e.g., forecasting, client segmentations, etc.)
Data analytics or reporting-related experience with Databricks, Salesforce, Addepar, and/or Workday

Responsibilities

Drive Enterprise Data Analytics and Reporting roadmap, aligning initiatives with company-wide strategy and objectives
Provide strategic and operational insights backed by data to functional teams across the company
Define requirements for analytics and reports as well as for data layer and any necessary source data that underpin them
Collaborate with cross-functional teams to understand and prioritize data and reporting needs (e.g., business KPIs, client segmentations, financial reporting, forecasting)
Lead data analysis projects, ensuring high-quality, relevant insights and reports
Generate reports and dashboards to analyze/track business performance and support business decisions
Ensure enterprise data quality through automated data audits and other mechanisms, following business requirements
Maintain clear and comprehensive documentation of data standards (e.g., sources, models, pipelines, etc.)
Follow best practices in data analytics/engineering, including version control, security, and change management procedures