Advisors Excel
Data Intelligence Associate
Advisors Excel, Topeka, Kansas, United States, 66652
Title: Data Intelligence Associate
Reporting to: Director of Data Initiatives
Location: Topeka, KS - Onsite
Overview:
Are you passionate about data? Join our growing Data Intelligence team! In this role, you'll play a key part in maintaining the integrity of divisional data. Your responsibilities will span data management, collection, validation, and developing strategies to resolve data quality issues. We're looking for individuals who are eager to make an impact with data. This role is situated in Topeka, Kansas, and it is exclusively an on-site arrangement. Moreover, please note that the company does not extend sponsorship opportunities.
What you'll do:
Collaborate with one or two divisions to understand and address data challengesMaster the use of various domain-specific applicationsParticipate in data governance meetings to identify and resolve key data concernsDevelop and implement policies and procedures based on divisional needsRegularly monitor and maintain data integrityUphold data governance standards for consistency and compliancePerform data entry of large datasets in line with divisional requirementsCollect data for Analysts to analyze and evaluateValidate data according to departmental needsCreate standard operating procedure guides for standardized data processesExperience you'll bring:
Strong problem-solving abilities with a keen attention to detailExcellent communication and collaboration skillsDemonstrated ability in managing project-based work with a focus on delivering resultsAbility to efficiently clean and validate large datasets (100,000+ rows)1-2 years of experience with Excel and Power BI (Intermediate level) and familiarity with other data toolsFoundational knowledge of data management, cleansing, and governanceAptitude for technology with ability to quickly learn and adapt to carious data applicationsBonus Points:
Financial service experience with an understanding of related productsExperience with data visualization toolsFamiliarity with SQL, Alteryx, Tableau, RStudio, Python, and Power AutomateExperience with Salesforce Financial Services CloudBachelor's degree (or working towards one) in Business Analytics, Data Analytics, Data Science, Statistics, or a related fieldBasic knowledge of machine learning conceptsWhat you'll get:
Amazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package upon your start dateAccess to an on-site caf, gym and primary careContinuous personal and professional development opportunitiesRecognition for hard work & exemplary performanceEmployee sponsored events...and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
Reporting to: Director of Data Initiatives
Location: Topeka, KS - Onsite
Overview:
Are you passionate about data? Join our growing Data Intelligence team! In this role, you'll play a key part in maintaining the integrity of divisional data. Your responsibilities will span data management, collection, validation, and developing strategies to resolve data quality issues. We're looking for individuals who are eager to make an impact with data. This role is situated in Topeka, Kansas, and it is exclusively an on-site arrangement. Moreover, please note that the company does not extend sponsorship opportunities.
What you'll do:
Collaborate with one or two divisions to understand and address data challengesMaster the use of various domain-specific applicationsParticipate in data governance meetings to identify and resolve key data concernsDevelop and implement policies and procedures based on divisional needsRegularly monitor and maintain data integrityUphold data governance standards for consistency and compliancePerform data entry of large datasets in line with divisional requirementsCollect data for Analysts to analyze and evaluateValidate data according to departmental needsCreate standard operating procedure guides for standardized data processesExperience you'll bring:
Strong problem-solving abilities with a keen attention to detailExcellent communication and collaboration skillsDemonstrated ability in managing project-based work with a focus on delivering resultsAbility to efficiently clean and validate large datasets (100,000+ rows)1-2 years of experience with Excel and Power BI (Intermediate level) and familiarity with other data toolsFoundational knowledge of data management, cleansing, and governanceAptitude for technology with ability to quickly learn and adapt to carious data applicationsBonus Points:
Financial service experience with an understanding of related productsExperience with data visualization toolsFamiliarity with SQL, Alteryx, Tableau, RStudio, Python, and Power AutomateExperience with Salesforce Financial Services CloudBachelor's degree (or working towards one) in Business Analytics, Data Analytics, Data Science, Statistics, or a related fieldBasic knowledge of machine learning conceptsWhat you'll get:
Amazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package upon your start dateAccess to an on-site caf, gym and primary careContinuous personal and professional development opportunitiesRecognition for hard work & exemplary performanceEmployee sponsored events...and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.