Data Analyst

🕒 February 25

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Jump - Advisor AI

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2023

🤖 Artificial Intelligence

💳 Fintech

☁️ SaaS

💰 $24.6M Series A - Jump on 2025-02

Artificial Intelligence • Fintech • SaaS

Jump - Advisor AI is an AI-powered SaaS platform that automates administrative and client-facing workflows for financial advisors and wealth teams. It provides meeting preparation, automated note-taking, follow-up email generation, client engagement tools, and data-driven insights, while integrating with CRMs, financial planning tools, conferencing systems, and calendars. Built with enterprise-grade security and configurable compliance controls, Jump is designed for RIAs, broker-dealers, and other advisory firms to save time, increase meeting capacity, and simplify supervision and auditability.

📋 Description

• Partner cross-functionally to define KPIs, answer strategic questions, and support decision-making. • Build reporting and dashboards that drive action — not just monitoring. • Present insights clearly to both technical and non-technical stakeholders. • Perform data analysis to uncover trends, risks, and growth opportunities. • Define and maintain core business metrics to ensure alignment across teams. • Support and improve dimensional data models (fact and dimension tables) in the warehouse. • Build and maintain reliable data transformations to ensure accuracy and consistency. • Help improve data quality, documentation, and reporting standards. • Contribute to forecasting, experimentation analysis, and predictive or inference modeling initiatives.

🎯 Requirements

• 2–4 years of experience in a Data Analyst, Analytics Engineer, or similar role. • Strong SQL skills and experience working in a modern cloud data warehouse. • Experience performing exploratory analysis and communicating actionable insights. • Experience working cross-functionally and influencing business stakeholders. • Demonstrated ability to drive measurable impact through data. • Experience building analytical data models — not only dashboards and ad hoc analysis. • Strong written and verbal communication skills. • A proactive mindset and willingness to take on projects outside your comfort zone.

🏖️ Benefits

• Health/Dental/Vision insurance (premiums covered for you and dependents if you choose a HDHP plan) • 401k (no match right now) • Take the time you need PTO (4 weeks-ish, but we don’t keep track)