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Data & BI Analyst I - Market Management Analytics at Edward D. Jones in St. Louis, Missouri

Posted in General Business 30+ days ago.

Type: Full-Time





Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

The Branch Development division at Edward Jones trains, supports, and develops the branch team to deliver the ideal client experience. The Market Management  team offers direct business insights and analytics support to our Market and Region Leadership. As the key connection between Market & Region Leadership and the home office, you’ll play a vital role in driving positive results, growing our impact, and  gaining critical insights that shape our business.

Position Summary:

The Data & BI Analyst I is responsible for providing for providing actionable insights to support business decisions. They work in collaboration with other analysts and problems. 

Essential Functions: 



  1. Maintain a working knowledge of division results & key divisional business drivers, as well as an understanding of key strategies & priorities of their division, to be able to apply business knowledge to analytic approach to address business questions.  





  1. Build and maintain a working knowledge of data sets available to the analyst. Extract, cleanse and transform data to support the needs of the analysis.   Pressure test and validate logic and outputs against known sources and understanding of business. 





  1. Define business and data requirements for analytic deliverables and serve as liaison with IDM process.  





  1. Understand and apply basic descriptive statistical concepts. 





  1. Provide actionable insights to support business decisions, primarily by performing root cause, exploratory, sensitivity and scenario analysis, economic modeling, and data visualization to identify patterns/trends/insights etc. on predefined problems 





  1. Generate and incorporate insights into a cohesive story that clearly addresses business questions.  Effectively communicate analytic ideas, approach, key takeaways and actionable insights and technical information to non-technical audiences. 





  1. Develop and manage business relationships with project team members and leaders across the organization.  Consult with business owners to understand the business problem. Collaborate with others to identify the appropriate analytic approach to solve the problem.  





  1. Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility. 





  1. Quantify the impact of process improvement, propose solutions to relevant parties and drive implementation of solutions with support from leader. Support KPI and benchmark development.  





  1. Interact with BI Tools to BI Products and answer questions, build low to moderately complex visualizations and reports and follow BI governance process and procedures  



Experience Required: 



  • No prior experience required 



Education Required: 



  • Bachelor's Degree in relevant field (or relevant work experience) 




  • Advanced Degree or Certification preferred 



Functional Knowledge: 



  • Requires conceptual knowledge of theories, practices, and procedures within a job discipline 




  • Strong analytical, critical and systems thinking required 




  • Experience interacting with database and file storage systems (e.g. Oracle, Hadoop, NoSQL) 




  • Ability to use tools to access and transform data, some statistics, economic modeling, exploratory analysis, and variance analysis required  



Business Expertise: 



  • Applies general knowledge of business developed through education or past experience  



Leadership: 



  • Accountable for own contributions 



Problem Solving: 



  • Uses existing procedures to solve standard problems; analyze information and standard practices to make judgements 




  • Solves problems in straightforward situations; analyses possible solutions using technical experience, judgement, and precedents 




  • The Analyst must have ability to identify the question(s), what data is needed, and then analyze and interpret the results for business owners & leaders in a clear, concise manner. Assist with the implementation of agreed upon solutions as well as ensure proper understanding within affected business area, collaborate well with associates and leadership within the department (and potentially firm leadership and/or external vendors) is necessary 



Impact: 



  • Has limited impact on own work team; works within standardized procedures and practices to achieve objectives and meet deadlines 




  • Ability to accurately assess risk and prioritize work 




  • Performs structured analysis for divisional/department leaders typically with low complexity 




  • Works with divisions throughout the firm to support the strategic decision-making processes 




  • Coordinate with others to accomplish tasks and meet deadlines will be required 





  • This position requires an understanding of how departments/divisions interact with one another and impact operations and initiatives at the divisional level  




Interpersonal Skills:



  • Exchanges straightforward information, asks questions and checks for understanding   







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