Envestnet/Yodlee - Senior Analyst - Wealth Domain

Responsibilities

- Envestnet Yodlee offers a PFM integrated Wealth Reconciliation offering

- Analysts job would be to improve and maintain the reconciliation rates using the domain and functional expertise

- Identify, analyse, and interpret trends or patterns and suggest solutions to improve

- Improve data quality by suggesting generic changes with the existing product or enhancing the product

- Work with management to prioritize business and information needs

- Locate and define new process improvement opportunities

Requirements

- Strong financial domain knowledge especially with Wealth domain

- Proven working experience as a data analyst or business data analyst

- Inclination and interest to learn technologies like databases (SQL), Excel, macros

- Strong analytical skills with the ability to collect, organize, analyse, and disseminate significant amounts of information with attention to detail and accuracy

- Adept at queries, report writing and presenting findings

Education: BCOM/BBM with MBA in finance

Experience: 6 to 8 years- experience working with Fintech organizations/Brokerage firms