Data & BI Analyst II

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team’s ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Job-Overview

Data and BI Analyst II

Firm Analytics partners with business areas to provide analytical and financial insights for firm decision making and strategic planning. Data & Analytics utilize advanced data manipulation techniques and tools in their expertise of sourcing and transforming of data that provide actionable insights.

The Data and BI Analyst will be dedicated to supporting the Pricing Center of Excellence or Performance & Incentive Center of Excellence. The Client Pricing COE exists to develop a robust client pricing function for an organization of our size/complexity while developing forward-looking monetization approaches that complement Firm strategy. The Performance and Incentives COE is responsible for establishing the branch team compensation and incentive vision and strategies to recognize and reward branch team member’s contribution to fulfilling our purpose of partnering for positive impact to improve the lives of our clients and colleagues and together better our communities and society.

Business Understanding

Key Responsibilities:

• Maintain a strong understanding of division results & key business drivers, as well as an understanding of key strategies & priorities of business, to be able to apply business knowledge to analytic approach to address business questions.
• Drive measurement and improvement strategies by connecting business activity to outcomes that will help achieve stated goals.

Data Wrangling

• Build and maintain a strong knowledge of data sets available to the analyst.
• Extract, merge, cleanse and transform data from multiple sources as needed for analysis.
• Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues.

Data Requirements

• Define business and data requirements for analytic deliverables, and serve as liaison with IS support teams.
• Lead collaboration with IDM for data improvements and proactively identify data enhancements in conjunction with division data stewards.

Analysis

• Understand and apply beginning statistical concepts.
• Provide actionable insights to support business decisions, primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling and data visualization to identify patterns/trends/insights etc. on ambiguous business problems.

Storytelling & Communication

• Independently generate and incorporate insights into a cohesive story that clearly addresses business questions.
• Effectively create and communicate tailored messages to the business partners regarding analytic ideas, approach, key takeaways and actionable insights.
• Ability to communicate technical information to non-technical audiences.

Business Consulting

• Develop and manage business relationships with project team members and leaders across the organization.
• Consult with business owners to understand the business problem. Collaborate with others to identify the appropriate analytic approach to solve the problem.
• Lead the development and monitoring of KPIs and benchmarks. Ability to communicate results to senior leaders.
• Serve as a technical and functional data subject matter expert.

Operational Efficiency

• Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.
• Quantify the impact of process improvement, propose solutions to relevant parties and drive implementation of solutions with support from leader.

BI Development

• Interact with BI Tools to answer questions, build low to moderately complex visulizations and reports
• Ability to test and maintain BI products developed and follow BI governance process and procedures.

Skills-Requirements

Position Qualifications

Education

• Bachelor’s Degree required with an emphasis in business, economics, math, engineering or analytics preferred (or relevant work experience).
• Advanced degree or certification preferred.

Years Work Experience: 3-5 years with at least 2 years of analytic experience

Functional/Technical Qualifications

• Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL). Understanding of join types.
• Experience with data manipulation languages, such as SQL, required.
• Knowledge of statistical concepts and analytic techniques, including descriptive statistics, forecasting, economic modeling, exploratory analysis, and variance analysis required.
• Ability to perform univariate analytic analytial techniques.
• Experience using Microsoft Excel, including use of pivot tables, formulas, macros, vba, charts/graphs.
• Experience with visualization tools such as Tableau, PowerBi, or QlikView.
• Strong analytical, critical and systems thinking required.

Persons requiring sponsorship for an employment visa are ineligible for this position

Awards-Accolades

• FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
• From FORTUNE ©2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
• Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
• 2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
• Edward Jones named a top company for training, ranking No. 25 on Training magazine’s 2020 Training Top 125 list – the highest ranking among the financial-services industry!
• Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
• The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

EEO

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.