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Posted: 10/19/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data analytics and reporting, utilizing SQL and Tableau to deliver actionable insights that support executive decision-making. Proven ability to lead analytics teams and communicate findings effectively to senior management.
Highest-signal resume keywords
SQL ProficiencyTableau ProficiencyReporting And Analytics ExperienceData Analysis And ModelingStrong Verbal And Written Communication Skills
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Leverage external market data, trends, business model, and other data sources to develop actionable insights and recommendations for management
- Lead a team performing analytics in support of key business and strategic decisions
- Liaise with business leaders and present results and analytical insights to senior management
- Create and distribute analytical reports based on findings from analysis and modeling efforts
- Use data, statistical and quantitative analysis, explanatory and predictive modeling, and fact-based management to drive decision-making
- Develop, implement, and support business analytics initiatives and projects
- Prepare analytics for sales, investment performance, and products across Wealth and Distribution areas
Requirements
What you’ll need- 5+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making
- SQL proficiency
- Tableau proficiency
- University Degree in Business/Data Analytics, Data Science, or Finance preferred
- 7+ years of experience in reporting and analytics preferred
- Strong attention to detail
- Ability to multi-task and prioritize in a dynamic environment
- Strong verbal and written communication skills
- Excellent organizational skills
- Self-motivated and comfortable assuming responsibility
- Sedentary work
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Financial well-being resources
- Learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
- Drug-free and smoke-free workplace
- Reasonable accommodation support for applicants with disabilities
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 AnalysisStatistical AnalysisPredictive ModelingBusiness AnalyticsReporting
Soft Skills
Attention To DetailMulti-taskingOrganizational SkillsSelf-motivated
Tools & Technologies
SQLTableau
Industry Keywords
Business ModelActionable InsightsExecutive Decision-makingWealth ManagementDistribution Areas