Senior Data Analyst

Job Title: Data Analyst – SQL & Finance Wealth Management

Location: Malvern, PA (Hybrid/Onsite)

Employment Type: Contract

Experience: 10+years

Job Summary

We are seeking a Data Analyst with strong SQL and Finance/Wealth Management experience to support data-driven decision-making across investment and financial services initiatives. The ideal candidate will have expertise in SQL, data analysis, reporting, and financial datasets, with the ability to translate business requirements into analytical solutions.

Required Skills

Technical Skills (Must Have)

• 5–8+ years of Data Analyst experience
• Advanced SQL (complex joins, CTEs, window functions, stored procedures)
• Data Analysis and Data Validation
• ETL concepts and data mapping
• Data Quality and Reconciliation
• Microsoft Excel (Advanced)
• Power BI or Tableau
• Python (Pandas, NumPy) – Preferred
• Snowflake, SQL Server, Oracle, or PostgreSQL
• Git and Jira

Finance Domain (Must Have)

• Wealth Management
• Investment Management