Data Analyst

🔥 39 minutes ago

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World Insurance Associates LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

Finance • Healthcare Insurance • Transport

World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.

📋 Description

• Design, maintain, and debug data pipelines to aggregate and normalize financial and operational data from Microsoft Fabric. • Design, maintain, and debug data integrations with third party partners/vendors. • Identify new data sources that would be useful for data analytics. • Build and maintain custom dashboards and reporting tools to monitor key metrics such as AUM growth, advisor productivity, fee revenue, and client retention. • Conduct deep-dive analyses on asset flows, pricing models, and advisor compensation structures. • Collaborate with finance to support forecasting, budgeting, and reporting with clean, reliable data. • Develop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasks. • Ensure data integrity across systems and proactively identify discrepancies or anomalies. • Translate business questions into analytical frameworks and deliver actionable insights.

🎯 Requirements

• Bachelor’s degree in Data Science, Computer Science, Finance, or a related field. • 3+ years of experience in a data analytics role, ideally within financial services or wealth management. • Strong SQL and Python skills; experience with data wrangling, transformation, and automation. • Familiarity with financial concepts such as revenue recognition, fee structures, and advisor compensation. • Experience with BI tools (Power BI, Tableau, Looker, etc.). • Understanding of custodial platforms (e.g., Schwab, Fidelity, Pershing) and portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond) is a plus. • Excellent communication skills and ability to present complex data clearly to stakeholders.

🏖️ Benefits

• 401(k) with Employer Match • Health Insurance (with HSA option) • Dental Insurance • Vision Insurance • Life Insurance • Generous Paid Time Off Policy • Flexible Spending Account (FSA) • Healthy Work/Life Balance • Maternity/Paternity Leave Policy • Remote Work Opportunity