Operations Intelligence Analyst

Job Description:

The Job/What You’ll Do:

AssetMark is seeking an Operations Intelligence Analyst to support the Operation and Service organization. In this hands-on role, this person will be responsible for partnering with various departments and business units to implement data solutions that will provide robust insights to the operational teams. This includes creating processes for receiving and transferring data to and from various business partner systems, transforming and combining data from various sources, designing schemas for the data, developing critical metrics, designing, creating, and delivering reporting solutions. This individual must be capable of interfacing with all levels of the organization to achieve success.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Responsibilities:

• Partner with the various functions in the Operations and Service organization, IT, and other business functions to develop data solutions while ensuring alignment to AssetMark’s business strategy and overall data strategies.
• Analyze business needs, develop metrics, as well as design and develop reporting solutions to make the metrics available to business users.
• Work closely with stakeholders to gather and document business requirements and translate into technical specifications for data solutions.
• Analyze data to identify and implement new data and reporting solutions that provide meaningful insight to improve operational efficiency and drive scale.
• Will design, develop, and maintain production database systems, tools, and applications leveraging the Microsoft SQL Server and Microsoft Fabric platforms.  
• Conduct in-depth data analysis to identify trends, patterns, and opportunities for improvement to present to key stakeholders.
• Identify opportunities for process improvement, operational efficiency, and automation and implement data-driven solutions to address business challenges.
• Design and develop processes to extract data received from various internal and external sources, transform them into meaningful data elements relevant to the business, combine various data elements, and load them into various types of database schemas.
• Manage the production support for data related processes to ensure business continuity, performance, and integrity of reports, dashboards, and other business visible data solutions.
• Work collaboratively with IT teams, internal business partners and external vendors to identify, understand, implement and support new business capabilities around business intelligence.

Knowledge, Skills, Abilities:

• Must have strong business and data analysis skills and be able to understand complex business processes to develop meaningful and insightful data rich solutions that do not rely on infrastructure heavy technology platforms.
• Familiarity with fundamental data architecture principles, database structures, data warehousing, and data modeling.
• Must be familiar working with various types of ETL software directly or indirectly related to business intelligence solutions. Must be familiar with visualization and reporting solutions (e.g. Power BI, Tableau, ThoughtSpot, MicroStrategy, Qlikview, Spotfire, SSIS, Databricks, Apache Spark).
• Advanced Microsoft Excel skills with familiarity in Microsoft Power BI, Microsoft Fabric, or other Microsoft products. (e.g. Power Query, Power Pivot, Datasets, Power Automate, Data Flows, Data Pipelines)
• Experience in writing queries with varying architecture in SQL and SQL Server 2008 R2.
• Experience in Python for data analysis, manipulation, and automation is a plus.
• Must possess excellent communication (oral and written) and problem-solving skills.
• Must be self-motivated, detail oriented, resourceful, and able to multi-task.
• Must be comfortable in a fast-paced, demanding and dynamic work environment.

Education & Experience:

• Bachelor's degree in a relevant field (e.g., Business, Data Science, Computer Science) or other certifications are preferred.
• 2+ years of relevant business intelligence experience working in the financial services, energy, marketing, advertising, mobile gaming, healthcare, biotech, retail, consumer goods, software, hardware, or related industries.
• Must have 2+ years of experience manipulating large datasets and the ability to analyze data to develop various technology solutions.

Compensation: The Base Salary range for this position is between $65,000-$75,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.