Data Analyst

Data Analyst at Asset Staffing Data Analyst at Asset Staffing in Halethorpe, Maryland Posted in 3 days ago.

Type:

full-time

Job Description:

Investment Bank located in Baltimore, MD seeks Data Analyst -

Hybrid:

min 3 days per week in office Opportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards. Key Responsibilities

• Solution Design & Delivery o Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.

o Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC). o Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.

• Operational Excellence & Controls o Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access). o Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users.
• Stakeholder Engagement o Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency). o Present prototypes and production updates; triage enhancement requests and maintain backlog.
• Continuous Improvement o Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI. Required Qualifications
• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.

Alteryx:

Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.

UiPath:

Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.

Power BI:

Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.

Domain:

Working knowledge of DTC / Settlement operations.

Ways of Working:

Requirements gathering, backlog management, SDLC documentation, and stakeholder communication. Preferred Qualifications

• Prior experience automating settlement-adjacent use cases
• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops. Core Competencies
• Analytical problem solving and data wrangling at scale
• Process redesign and automation mindset
• Communication and stakeholder management across operations and technology
• Documentation, testing, and change management discipline Education Bachelor's degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).