Western & Southern Financial Group

Sr Investment Data Analyst

Investment Management
Full Time
Fort Washington Investment Advisors, Inc.


Summary of Responsibilities:

The Senior Data Analyst is responsible for developing business solutions for new and/or existing data with an objective to streamline processes and ensuring quality. This position requires the ability to convert data into insights that lead to informed business decisions and working directly with stakeholders to understand their needs. Communication is key for translating requirements to IT but also for being able to listen to the business and understand the root cause of a problem, and to begin determining the appropriate solutions. Analyzes large sets of data for gaps or inefficiencies and is able to create an actionable plan to develop governance and transparency around an issue. Is able to recognize processes that require additional governance and works with management to ensure a framework is identified and implemented. Oversees data mastering activities and the development of workflows, user interfaces and exceptions. Partners with the business to roll out new data processes and provides any documentation and training required.


Position Responsibilities:

  • Develops logical and conceptual data flows in support of department project requirements.

  • Supports the business to ensure proper and effective use of data.

  • Works with business users and IT to develop data requirements, including movement and transformation requirements between systems.

  • Uses data mining within key systems to determine critical data insights, data redundancy and gap analysis, and communicates those findings to management.

  • Builds statistical models to determine patterns in the data that can be used in vendor analysis, root cause analysis and to make well informed business decisions.

  • Collaborates with the business to understand critical business functions and seeks out process improvements of those functions.

  • Communicates business requirements to IT and oversees the design and development to ensure the end product meets the expectation and is conducted efficiently.

  • Leads data management efforts to determine creative solutions with data mastering and exception processing. Provides support in building out those solutions within the data management tool.

  • Performs a leading role in determining requirements for the data warehouse and in determining quality checks that ensure clean data for down stream reporting.

  • Designs processes around the data warehouse quality checks that correct anomalies found in the source systems.

  • Works closely with Data Architects and ETL developers to provide business insight on current projects.

  • Recognizes where data visualization tools can enhance a business process or client report and implement the change.

  • Documents data processes and provides training as changes are rolled out to the business.

  • Oversees the creation of reports from the data warehouse.

  • Ensures governance guidelines are followed for all data projects.

  • Provides assistance and mentoring for junior Data Analysts.


Selection Criteria:

  • Demonstrated project management skills using Agile methodology, especially pertaining to technical projects and vague or unknown initial requirements.

  • Proven excellent relationship-building skills regarding IT functions (e.g., programmers, data modelers, data architects, etc.).

  • Proven experience creating effective business requirement documents and communicating them to the appropriate parties.

  • Proven experience creating effective test plans per the requirements, executing the plan and communicating the results.

  • Demonstrated a strong interest in research and data analysis with the ability to draw actionable insights from raw data. Ability to perform quantitative analysis and data mining.

  • Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.

  • Demonstrated ability to record and present information, to document and explain procedures, and to communicate effectively and efficiently.

  • Proven ability to read a variety of correspondence, reports and forms.  Must have the ability to prepare correspondence, reports and forms using prescribed formats and conforming to proper rules of punctuation, grammar, diction and style.

  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems, and providing effective resolutions with the ability to conceptualize and use new methodologies. Must have the ability to apply principles of logical thinking to define problems, collect data, establish facts and draw valid conclusions.

  • Proven experience working with complex programs that require identifying complex data and analyzing the quality of the output provided.

  • Demonstrated advanced knowledge of SQL, report creation, data modeling and trend forecasting.

  • Proven superior data access skills; access, transform and manipulate internal and external data in its base form.

Work Setting:

  • This position works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires visual acuity to read a variety of correspondence, reports and forms and to prepare and analyze data.

Educational Requirements:

  • Bachelor’s degree.

Computer Skills and Knowledge of Hardware & Software Required:

  • Demonstrated knowledge of data-related tools and industry standards (SQL reporting services, master data management, data governance, etc.).

  • Demonstrated experience with BI tools (Microstrategy, Tableau, etc.), statistical software tools, or SQL in a business environment.

  • Integration tools (DTS, SSIS, Informatica, etc.) preferred.

  • Microsoft Office suite of products.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • Data-related certifications a plus.

Position Demands:

  • Must be able to remain in a stationary position percent of the time.

  • Extended hours required during peak workloads and special projects.


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