Join Our Team
In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.
About this Position
The Data Analyst will work in the Securities Compliance department and act as the principal source of data analysis and reporting for Securities data. The primary responsibility is to complete data request on a pre-determined or ad-hoc basis. Queries will be written in SQL. Expert knowledge of SQL and relational databases are a requirement for this position. Typical reports are formatted in Excel but knowledge of other visualization software such as PowerBI, Tableau, etc. is desired.
Additional tasks will be to assist in data centric project work that could include serving as a data expert for the Securities Compliance team, including formulating and generating statistical reports, organizing and analyzing statistics to determine trends, or other data centric task.
This is a hybrid position - 3 days onsite, 2 days remote.
Salary Range: $65k - $90k
Responsibilities & Qualifications
Essential Functions:
- Develops complex queries in SQL
- Create visually appealing ad-hoc reports
- Serve as data expert for Investment & Savings data
- Identify and develop key indicators, reporting tools and mechanisms to provide new statistical data
- Analyze data elements to validate that Investment & Savings related data is stored accurately
Knowledge, Skills, and Abilities:
- Bachelor’s degree required. Business, Computer Science, Management Information Systems preferred or Bachelor’s Degree and equivalent relevant experience
- 3-5 years relevant business experience in data or financial analysis with reporting experience
- SQL skills are required
- Advanced MS Excel skills are required
- PowerBI / Tableau experience is desired
- MS Access knowledge is a plus
- Securities (FINRA) experience is a plus
- Excellent research, analytical, organizational, and math skills
- Excellent verbal and written communication and interpersonal skills
- Self-motivated and a team player
- Excellent judgment with the ability and experience to make significant strategic decisions
- Ability to work independently while understanding when to seek advice/guidance
- Ability to handle multiple and changing priorities simultaneously and extreme time sensitive deadlines
Preferred Qualifications:
- FINRA Series Exams (SIE, Series 6, Series 26)
#LI-ND1
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
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Day one health, dental, and vision insurance
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401(k) Plan with competitive employer match
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Vacation, sick, holiday and volunteer time off
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Life and disability insurance
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Flexible Spending Account & Health Savings Account
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Professional development
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Tuition reimbursement
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Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Top Skills
What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."
Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.
Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
