Data Analyst Associate at CAPTRUST Financial Advisors

, , -

Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

0.0

Posted On

01 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Data Visualization, Power BI, SQL, R, Python, Excel, Data Modeling, Statistics, Problem-Solving, Collaboration, Communication, Organizational Skills, CRM Applications, Automation, ETL Solutions

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Data Analyst Associate who will support data-driven decision-making across the organization by developing analytical datasets, performing exploratory and structured analysis, and delivering trusted reporting and insights. This role is ideal for a detail-oriented individual with a strong analytical foundation, interest in modern analytics platforms, and a desire to develop technical depth in analytics, data modeling, and visualization. Responsibilities Develop and maintain analytical data models, reports, and dashboards using Power BI Perform data analysis using SQL and analytical tools to identify trends, patterns, anomalies, and data quality issues to support business decision-making Leverage foundational data science concepts, such as exploratory analysis and basic statistics, to help interpret data and support business insights Assist in documenting data models, metrics, report logic, and data visualization standards to promote transparency, reuse, and consistency Collaborate with stakeholders to understand business needs and translate them into data requirements Identify opportunities for data process automation and contribute to implementing automated ETL solutions Engage regularly with business teams to champion data best practices and self-service analytics across the firm Qualifications Minimum Qualifications: Bachelor’s degree in data analytics, statistics, economics, computer science, or a related field or relevant years of experienc Strong analytical skills with proficiency in data analysis and visualization tools such as Power BI, Tableau, SQL, R, Python or advanced Excel skills. Desired Qualifications/Skills: Ability to handle multiple work streams and adapt to a constantly changing environment Strong problem-solving skills with an aptitude for quantitative analysis and detail. Ability to clearly communicate findings and insights to both technical and non-technical audiences. Proven ability to collaborate effectively in a team-oriented environment. Eagerness to learn new tools, technologies, and methodologies. Strong organizational skills with the ability to manage multiple tasks and meet deadlines. Understanding of CRM applications (e.g., Microsoft Dynamics) Ability to work independently, proactively, and in an organized manner High standard of professionalism WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate This position will remain open until filled.

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Responsibilities

The Data Analyst Associate will develop and maintain analytical data models, reports, and dashboards using Power BI, and perform data analysis to identify trends and support business decision-making. The role involves collaborating with stakeholders to translate business needs into data requirements and promoting data best practices across the firm.