AdvisorTarget is seeking a Data Analyst to transition raw behavioral data into actionable product insights.
Working with product leadership, define the requirements and implement the pipeline that translates data into synthesized industry insights.
Automating the pipeline of data from various sources into common data categories.
Aiding in the productization of compiled data insights sourced from these categories and deliver them to AdvisorTarget clients.
Generating client files for delivery and evaluating data sets for trends and insights.
Able to thrive in a fast-moving business, with direction provided yet an ability to work independently required.

Minimum of three years of experience in a data analyst capacity in the investment management industry
Knowledge of investments including Morningstar asset classes and investment products
Broad understanding of the Asset Management and Wealth Management industry
Experience with data pipelines and automating data insights
Desire to continually educate oneself on the industries we serve, identify trends and translate them into opportunities for our solutions
Team player while succeeding in a self-sufficient work environment
Ability to communicate technical findings as actionable insights to internal stakeholders and directly to clients
Clean and organize data from various sources to build client files for delivery
Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint
Familiar with Google Workspace services
Familiar with Email Service Provider systems like SendGrid, mailChimp, etc. for sending Email newsletters
Familiar with HTML, CSS coding

Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws
Reasonable accommodations during the application and/or hiring process

Data Analyst – Investment products

Key skills