The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
Strong experience working with flat files and APIs.
Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI to track performance metrics across various data sources.
Translate data findings into actionable insights, highlighting ...