Kestra Holdings
Business Intelligence Analyst
Kestra Holdings, Austin, Texas, us, 78716
ABOUT US:
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the "Silicon Hills" of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
As a highly motivated and experienced BI Data Analyst, you will play a pivotal role in transforming data into actionable insights that drive business decisions. You will work closely with stakeholders to understand their data needs, perform detailed data analysis, and develop and maintain reporting products. Your key responsibilities include refining requirements, analyzing data, and developing reporting and visualizations while ensuring the integrity and accuracy of the data products delivered. You will also help identify trends, patterns, data gaps, and opportunities for improvement to support strategic initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily:Requirements Refinement:
Gather, analyze, and validate stakeholders' needs and expectations to ensure that the effort is scoped correctly and that the final reporting requirements meet their business objectives.Data Collection and Preparation:
Gather data from various sources, ensuring accuracy and completeness.Data Analysis:
Perform thorough analysis to uncover data relationships and data gaps.Reporting and Visualization:
Develop and maintain dashboards and reports using Tableau.Stakeholder Collaboration:
Work closely with business stakeholders and engage with them throughout the delivery lifecycle while promoting data literacyData Quality Assurance:
Ensure the integrity of data delivered and highlight data quality control needs to the Data Governance Program team.Continuous Improvement:
Identify and participate in opportunities for process improvements and optimization.Technical Documentation:
Document design, methodologies, processes, and development artifacts for future reference and knowledge sharing.KNOWLEDGE, SKILLS, AND/OR ABILITIES:
To perform this job successfully, an individual should have the following skills and abilities:
Positive, people-oriented, and energetic attitudeProven team player with strong interpersonal and collaboration skillsExcellent communication skills to convey complex data insights to non-technical stakeholdersAbility to work independently and as part of a team in a fast-paced environment.Strong analytical skills to break down complex problems in modular partsQuality-first mindset in building adaptable and sustainable BI productsNaturally curious and a continuous learnerSUPERVISORY RESPONSIBILITIES:
None
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree in computer science, MIS, Data Science, Statistics, Business, or a related field.Proficiency in BI tools such as Tableau, Power BI, or similar.5 years of experience with SQL for data querying and analysis.Knowledge of data warehousing concepts and ETL processes.Experience working in an Agile environmentExperience with statistical analysis and data modeling is a plus.Financial Services/Wealth Management experience a plus.CERTIFICATIONS, LICENSES, REGISTRATIONS:
Tableau certification is a plusPlease note: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the "Silicon Hills" of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
As a highly motivated and experienced BI Data Analyst, you will play a pivotal role in transforming data into actionable insights that drive business decisions. You will work closely with stakeholders to understand their data needs, perform detailed data analysis, and develop and maintain reporting products. Your key responsibilities include refining requirements, analyzing data, and developing reporting and visualizations while ensuring the integrity and accuracy of the data products delivered. You will also help identify trends, patterns, data gaps, and opportunities for improvement to support strategic initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily:Requirements Refinement:
Gather, analyze, and validate stakeholders' needs and expectations to ensure that the effort is scoped correctly and that the final reporting requirements meet their business objectives.Data Collection and Preparation:
Gather data from various sources, ensuring accuracy and completeness.Data Analysis:
Perform thorough analysis to uncover data relationships and data gaps.Reporting and Visualization:
Develop and maintain dashboards and reports using Tableau.Stakeholder Collaboration:
Work closely with business stakeholders and engage with them throughout the delivery lifecycle while promoting data literacyData Quality Assurance:
Ensure the integrity of data delivered and highlight data quality control needs to the Data Governance Program team.Continuous Improvement:
Identify and participate in opportunities for process improvements and optimization.Technical Documentation:
Document design, methodologies, processes, and development artifacts for future reference and knowledge sharing.KNOWLEDGE, SKILLS, AND/OR ABILITIES:
To perform this job successfully, an individual should have the following skills and abilities:
Positive, people-oriented, and energetic attitudeProven team player with strong interpersonal and collaboration skillsExcellent communication skills to convey complex data insights to non-technical stakeholdersAbility to work independently and as part of a team in a fast-paced environment.Strong analytical skills to break down complex problems in modular partsQuality-first mindset in building adaptable and sustainable BI productsNaturally curious and a continuous learnerSUPERVISORY RESPONSIBILITIES:
None
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree in computer science, MIS, Data Science, Statistics, Business, or a related field.Proficiency in BI tools such as Tableau, Power BI, or similar.5 years of experience with SQL for data querying and analysis.Knowledge of data warehousing concepts and ETL processes.Experience working in an Agile environmentExperience with statistical analysis and data modeling is a plus.Financial Services/Wealth Management experience a plus.CERTIFICATIONS, LICENSES, REGISTRATIONS:
Tableau certification is a plusPlease note: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.