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Envestnet UMP (Unified Managed Platform) Analyst

Envestnet UMP (Unified Managed Platform) Analyst

Macpower Digital Assets EdgeCleveland, OH, United States
30+ days ago
Job type
  • Full-time
Job description

Job Summary :

  • The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
  • This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
  • nalyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
  • Strong experience working with flat files and APIs.
  • Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI to track performance metrics across various data sources.
  • Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
  • Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
  • Ensure data accuracy and integrity through robust quality checks and governance protocols.
  • Qualifications include a relevant bachelor's degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools. Scripting skills in Python or R are considered a plus.

Must-Have Skills :

  • Strong technical proficiency, business acumen, and communication skills to effectively collaborate with product, engineering, and operations teams.
  • Proven experience analyzing, cleaning, and interpreting large datasets from the Envestnet UMP platform, including client, advisor, and CRM data.
  • Expertise in handling flat files and working with APIs.
  • Hands-on experience in developing and maintaining dashboards and reports using Tableau or Power BI.
  • bility to convert data findings into actionable business insights, focusing on trends in client behavior, advisor performance, and CRM engagement.
  • Experience collaborating across cross-functional teams to consolidate data and support strategic initiatives.
  • relevant bachelor's degree, with at least 3 years of experience, and proficiency in SQL, Excel, and BI tools.
  • Knowledge, experience of working / using Python or R scripting skills are a plus.
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    Analyst • Cleveland, OH, United States