Senior Data Analytics

Senior Data Analyst – AnalyticsAbout AssetMarkAssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.Join our Analytics team and drive data-driven decision-making across the wealth management business. Using advanced SQL, financial services expertise, and stakeholder management skills, you'll lead analytical projects, uncover actionable insights, develop reporting solutions, and provide strategic recommendations. You'll collaborate with teams across India and the US, mentor junior analysts, and help build a strong analytics capability within the organization.Key ResponsibilitiesAdvanced Data Analysis & Business Insights: Lead complex analytical initiatives using advanced SQL and structured analytical techniques to identify business trends, uncover performance drivers, investigate anomalies, and deliver actionable insights that influence business decisions.Financial Services & Wealth Management Analytics: Apply strong financial services domain knowledge, including wealth management, investment products, portfolio services, advisor operations, and client accounts, to analyze business performance and recommend improvements aligned with organizational objectives.Stakeholder Management & Business Partnership: Independently engage with business leaders, product owners, operations teams, and cross-functional stakeholders to understand business priorities, challenge assumptions, gather requirements, manage expectations, and translate complex business questions into analytical solutions.Advanced SQL & Data Investigation: Design, develop, optimize, and maintain complex SQL queries to extract, integrate, transform, and analyze large datasets across multiple data sources while ensuring analytical accuracy, performance, and consistency.Reporting, KPIs & Performance Analytics: Own the development and enhancement of business reporting, dashboards, KPIs, and analytical frameworks to measure business performance, identify opportunities, and support operational and strategic decision-making.Complex Problem Solving & Root Cause Analysis: Independently investigate ambiguous business problems, formulate hypotheses, perform detailed root cause analysis, evaluate potential solutions, and provide evidence-based recommendations to stakeholders.Data Quality & Analytical Governance: Partner with data engineering, data governance, and business teams to ensure the reliability, accuracy, consistency, and appropriate interpretation of data used for business reporting and analysis.Business Communication & Data Storytelling: Synthesize complex analytical findings into clear, compelling business narratives and present insights, recommendations, and potential business impacts to technical and non-technical stakeholders, including senior leadership.AI-Enabled Analytics & Automation: Responsibly leverage AI-assisted tools and analytical automation to improve SQL development, data exploration, reporting efficiency, documentation, and analytical problem-solving while maintaining appropriate quality and data protection standards.Analytical Leadership & Mentorship: Provide technical and analytical guidance to junior analysts, review analytical outputs, share domain knowledge, and promote consistent analytical methodologies and best practices across the team.Continuous Improvement & Cross-Functional Collaboration: Identify opportunities to streamline reporting, automate recurring analyses, standardize business metrics, and improve analytical processes while contributing to agile ceremonies and globally distributed team initiatives.Qualifications & Experience5–8 years of experience in data analytics, business analytics, financial services analytics, business intelligence, reporting, or a related analytical role.Bachelor's degree in Computer Science, Data Analytics, Information Systems, Finance, Economics, Statistics, Mathematics, Business Analytics, Engineering, or a related field, or equivalent practical experience.Extensive hands-on experience using SQL for complex business analysis, data investigation, reporting, and insight generation.Demonstrated experience independently managing analytical initiatives, engaging business stakeholders, defining analytical requirements, and delivering actionable business recommendations.Prior experience in financial services, wealth management, investment management, fintech, or related industries is strongly preferred.Experience working with cross-functional and globally distributed teams, including direct collaboration with business stakeholders and leadership.Demonstrated experience mentoring junior analysts, reviewing analytical deliverables, or contributing to analytical standards and best practices is preferred.