Streamwood, Illinois
$62.87 An Hour
Data & BI Analyst II, Operations EDWARD JONES Streamwood, IL Full-Time Apply on company site Job Details favorite_border 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 15,000+ branch offices where our more than 7 million clients live and work. In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors. At Edward Jones, the focus of the Operations Division is on creating the ideal client and branch experience within key phases of the client lifecycle including account opening, trade settlement, movement of client cash and securities, statement production, and tax reporting. Working in partnership, the Business Process Improvement (BPI) and Operations Technology teams collaborate with business owners to identify opportunities for operational efficiency and risk mitigation within each key phase. Utilizing these insights, both teams strive to enhance the client and branch experience by delivering innovative solutions ranging from smart automation and workflow, to process improvement, to data analysis and reporting. The Data & BI Analyst II is responsible for providing actionable insights to support business decisions. They work in collaboration with other analysts and stakeholders on the formulation of appropriate analytic approach to solve ambiguous business problems. Essential Functions Maintain a strong understanding of division results & key business drivers, as well as an understanding of key business strategies & priorities, apply business knowledge to analytic approach to address business questions. Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility. Lead the development and monitoring of divisional key measures. Ability to communicate results to senior leaders. 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 Independently generate and incorporate insights into a cohesive story that clearly addresses business questions. Effectively communicate with business partners and non- technical audience regarding analytic ideas, approach, key takeaways and actionable insights. Interact with BI Tools to answer questions, build low to moderately complex visualizations and reports 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 to identify the appropriate analytic approach to solve the problem. Build and maintain a strong knowledge of data sets available to the analyst. Extract, cleanse and transform data to support analysis needs. Pressure test and validate logic and outputs against known sources and business acumen. Proactively identify data quality issues. Leadership: Ability to work effectively both independently and in a team environment Independently organize, plan & prioritize individual effort needed to ensure overall success of cross-functional projects. Occasionally lead cross-functional teams responsible for divisional objectives. Assist with the onboarding of other data analysts. Problem Solving: Ability to identify the question(s), what data is needed, analyze and interpret the results to recommend solutions to senior & executive division leaders for a broad spectrum of business improvement opportunities in a clear and concise manner. Execute on projects of a moderate complexity which involve cross-functional teams, collaborate well with associates and leadership throughout the division (and potentially firm leadership and/or external vendors) Impact: Develops and performs moderately complex analysis, typically with moderate business impact. Works with leaders throughout the firm, providing analytical guidance to directly influence business decisions. While there are no direct supervisory responsibilities, coordinating with others to accomplish tasks and meet deadlines will be required, and may be asked to occasionally mentor and train other associates on the team. Influence decision making, by gaining a deep understanding of inter-departments/divisions interactions the impact on firm operations and initiatives. Experience Required: 3-5 years, with at least 2 years of analytic experience Education Required: Bachelor's Degree required with an emphasis in business, economics, math, engineering, or analytics preferred (or relevant work experience). Advanced degree or certification preferred. Licenses Required: SIE and Series 99 required within 90 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required. Other certifications may be required. Functional Knowledge: Experience with visualization tools such as Tableau/Power BI Experience using Microsoft Excel, including the use of pivot tables, formulas, macros, vba, charts/graphs Proficiency interacting with various database and file storage systems. Understanding of join types. Experience with data manipulation languages, such as SQL 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No. 20 on the list. From FORTUNE 2021 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. 2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundations 19th annual scorecard on LGBTQ workplace equality. From The Human Rights Campaign. All Rights Reserved 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list. J.D. Power, 2021 Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study. Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors satisfaction among those who are employed by an investment services firm. Visit for more information. 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. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. [ Link removed ] - to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $76798 - $130764 Category: Headquarters Recommended Skills Analytical Automation Business Efficiency Business Process Improvement Business Relationship Management Business Strategies Apply to this job. 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