Senior Data Analyst
2 weeks ago
Company Overview
At VPS, we empower our clients to make smarter financial decisions through personalized, data-driven wealth management solutions. As we continue to scale, we are looking for a passionate and analytical
Data Analyst
to join our growing Data & Analytics team. This role will be instrumental in turning raw data into actionable insights that support strategic initiatives across investment, product, and customer domains.
JOB DESCRIPTION
As a
Data Analyst
at VPS, you will transform complex datasets into intuitive and impactful insights. You will work closely with business teams to uncover trends, design reports and dashboards, and apply statistical techniques to support decision-making. Your ability to craft compelling data stories will drive alignment and action across the organization.
This role sits within the Product Data team and reports to the
Head of Product Data
, under the broader
Product Department
.
Key Responsibilities
- Partner with stakeholders across departments (product team, marketing, customer experience, etc.) to identify analytical opportunities and translate them into actionable insights.
- Connect the dots between data, system architecture, and business goals, ensuring that analytical outputs are contextually relevant, actionable, and aligned with operational realities.
- Design and develop dashboards, reports, and visualizations using tools such as
Power BI, Tableau
, or
Apache Superset
. - Communicate insights through effective data storytelling to non-technical stakeholders.
- Clean, process, and transform large datasets using
SQL
and
Python
for descriptive, diagnostic, and exploratory analysis. - Apply foundational
statistical techniques
(e.g., hypothesis testing, regression analysis) and basic
machine learning algorithms
(e.g., clustering, decision trees, linear/logistic regression) to support predictive insights. - Conduct root cause analysis and monitor key business metrics.
- Document analyses and support the development of a centralized knowledge base of business intelligence assets.
Qualifications
- 3+ years of experience in a
Data Analyst
,
BI Analyst
, or similar analytical role. - Possess strong domain understanding and the ability to think like a
business analyst - including the capacity to grasp business processes, data flows, and system interactions across the organization.
- Strong proficiency in
SQL
and data transformation techniques. - Hands-on experience with
Power BI, Tableau, or Apache Superset
. - Excellent
data storytelling
skills with the ability to translate data into clear business narratives. - Working knowledge of
statistics
and experience applying basic
ML models
(e.g., clustering, regression, classification) to business problems. - Proficiency in
Python
and
Jupyter Notebook
for data analysis. - Familiarity with financial concepts and domain knowledge in
wealth management, investment
, or broader
financial services
.
Nice to Have:
- Experience working with modern data platform
- Familiarity with dbt, Airflow, or other tools in the modern data stack.
- Knowledge of financial KPIs and customer segmentation techniques.
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