Develop and maintain dashboards and reports in Power BI to visualize operational performance and key metrics
Perform data modeling, transformation, and analysis across multiple datasets to build insight‑driven dashboards that support decision‑making
Build skills in Microsoft Power Platform (Power BI, Power Automate, Copilot Studio) and SQL
Manage permissions and access controls across Power BI workspaces and SharePoint sites
Document solution requirements and present recommendations

1–2 years of experience in business intelligence, reporting, or data modeling
Proficiency in Power BI for dashboard development and visualization
Exposure to SQL or similar programming/scripting languages
Basic understanding of the Microsoft Power Platform and Microsoft 365 suite
Strong communication skills with the ability to translate data into actionable insights
Detail-oriented with a focus on data accuracy and consistency
Exposure to cloud technologies (e.g., Azure, Databricks)
Understanding of financial services or wealth and asset management is an asset

health, dental, mental health, vision insurance
short
and long-term disability
life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
financial education and counseling resources
generous paid time off program including holidays, vacation, personal, and sick days

Data and Reporting Analyst

Key skills