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We are looking for an Information Management Analyst to join the Wealth Management Operations team supporting Private Bank, and Workplace Benefits. This role focuses on data reporting, dashboards, and analytics that help business leaders make informed decisions. It’s a great opportunity for someone early in their analytics career who wants to grow their skills in a large, enterprise environment.
Job Responsibility:
Create, update, and maintain reports, dashboards, and scorecards using BI tools
Use SQL to extract, validate, and analyze data from multiple sources
Ensure accuracy and consistency across reporting outputs
Partner with team members to understand reporting needs and deliver insights through data visualization
Document workflows and reporting processes to support scalability and transparency
Learn and apply best practices for data integrity and reporting standards
Requirements:
Basic to intermediate SQL experience (queries, joins, filtering)
Experience with at least one data visualization tool (Tableau or Power BI)
Strong attention to detail and commitment to data accuracy
Analytical mindset with problem-solving skills
Ability to learn new tools and work collaboratively in a team environment