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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data analytics, financial modeling, and advanced reporting using tools like Excel, Tableau, and Snowflake. Proficient in building AI-driven solutions and automating data processes while effectively collaborating with stakeholders to derive actionable insights.
Highest-signal resume keywords
Data AnalyticsFinancial Modeling in ExcelSQL ProficiencyTableau ReportingAI Solutions Development
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Identify, collect, and analyze data from across the firm to produce advanced analytics, business insights, and data stories
- Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad-hoc data requests
- Build and maintain advanced financial models in Excel for forecasting, scenario and sensitivity analysis, advisor economics, and growth ROI
- Partner with stakeholders to translate business outcomes into data and reporting requirements
- Develop presentations, dashboards, and reporting using Tableau and Snowflake's Streamlit
- Automate data collection, reporting, and distribution using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration
- Support special projects and firm-wide initiatives as analytical lead from ideation through executive delivery
Requirements
What you’ll need- Bachelor's degree in finance, economics, computer science, data analytics, or a related field — or equivalent experience
- Minimum 5 years of experience in data analytics
- Ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics
- Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling
- Experience building or prototyping agentic AI solutions, including prompt design, tool/skill orchestration, and grounding agents on governed data
- Experience with Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents
- Experience with Tableau and Snowflake's Streamlit
- Comfort learning new tooling such as Airtable and emerging AI platforms
- Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions
- Knowledge or experience in the wealth management industry
- Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns
- Strong attention to detail and problem-solving skills
- Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment
- Excellent organizational skills and ability to manage and prioritize a wide range of tasks under tight deadlines
- Ability to work independently and collaboratively in a virtual, multi-location team
- Strong and concise communication skills with internal stakeholder groups from analysts to executives
- Advanced-to-expert acumen in MS Excel
Benefits
Comp & perks- Competitive performance-based bonus
- Hybrid work arrangement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisFinancial ModelingSQLExcel Advanced FunctionsScenario ModelingTableauSnowflakeAI-driven AutomationPrompt DesignData Storytelling
Soft Skills
Attention to DetailProblem-SolvingOrganizational SkillsCommunication SkillsAdaptability
Tools & Technologies
SnowflakeTableauMicrosoft Copilot StudioClaudeAlteryxStreamlitPower QueryAirtableSnowflake Tasks/StreamsCortex Agents
Industry Keywords
Wealth ManagementData-driven InsightsBusiness OutcomesForecastingAdvisor Economics