{"schemaVersion":"jobsearcher.job.v1","id":"e4c3e41ddf560c074e22bab2","url":"https://jobsearcher.com/jobs/e4c3e41ddf560c074e22bab2","canonicalUrl":"https://jobsearcher.com/jobs/e4c3e41ddf560c074e22bab2","title":"Data Analyst","description":"Investment Bank located in Baltimore, MD seeks Data Analyst- Hybrid: min 3 days per week in officeOpportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards.________________________________________Key Responsibilities• Solution Design & Deliveryo Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.o Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).o Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.• Operational Excellence & Controlso Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access).o Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users.• Stakeholder Engagemento Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency).o Present prototypes and production updates; triage enhancement requests and maintain backlog.• Continuous Improvemento Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.________________________________________Required Qualifications• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.• Domain: Working knowledge of DTC / Settlement operations.• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.________________________________________Preferred Qualifications• Prior experience automating settlement-adjacent use cases• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.________________________________________Core Competencies• Analytical problem solving and data wrangling at scale• Process redesign and automation mindset• Communication and stakeholder management across operations and technology• Documentation, testing, and change management discipline________________________________________EducationBachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).","company":"Asset Staffing","rawCompany":"asset staffing","city":"Baltimore","state":"MD","isRemote":false,"isActive":false,"createdAt":"2026-04-19T01:23:56.355Z","occupations":[{"code":"15-2051.01","title":"Business Intelligence Analysts","slug":"business-intelligence-analysts"},{"code":"15-1243.01","title":"Data Warehousing Specialists","slug":"data-warehousing-specialists"},{"code":"15-2051.00","title":"Data Scientists","slug":"data-scientists"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Data Analyst","description":"Investment Bank located in Baltimore, MD seeks Data Analyst- Hybrid: min 3 days per week in officeOpportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards.________________________________________Key Responsibilities• Solution Design & Deliveryo Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.o Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).o Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.• Operational Excellence & Controlso Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access).o Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users.• Stakeholder Engagemento Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency).o Present prototypes and production updates; triage enhancement requests and maintain backlog.• Continuous Improvemento Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.________________________________________Required Qualifications• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.• Domain: Working knowledge of DTC / Settlement operations.• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.________________________________________Preferred Qualifications• Prior experience automating settlement-adjacent use cases• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.________________________________________Core Competencies• Analytical problem solving and data wrangling at scale• Process redesign and automation mindset• Communication and stakeholder management across operations and technology• Documentation, testing, and change management discipline________________________________________EducationBachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).","datePosted":"2026-04-19T01:23:56.355Z","dateModified":"2026-04-19T01:23:56.355Z","hiringOrganization":{"@type":"Organization","name":"Asset Staffing","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Baltimore","addressRegion":"MD","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e4c3e41ddf560c074e22bab2"},"url":"https://jobsearcher.com/jobs/e4c3e41ddf560c074e22bab2"}}