Client: The client is a global asset, investment, and financial product management company operating across the United States and in over 40 other countries.
- Position overview: We are seeking a Senior Business Intelligence Specialist to support senior leadership in developing new data visualizations and analytics across multiple departments within Fixed Income. The ideal candidate will have a strong track record of designing dynamic reports and dashboards tailored to the needs of financial professionals. This role presents a unique opportunity to play a key part in our global technology transformation. If you're excited by the challenge of shaping the future of data-driven decision-making, this position could be the right place for you.
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This role requires a full coverage with EST work schedule.
- Responsibilities: Create Power BI and Tableau Dashboards to meet complex user requirements and demand
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Performance tuning and aesthetics customization to meet user expectations
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Develop and implement design best practices to ensure a seamless user-experience for business stakeholders
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Transform complex reporting needs into technical specifications, including calculations, custom groups, parameters, filtering criteria, aggregations etc. Breakdown complex requirements into user stories, and drive delivery with the product team
- Work with the business on managing Power BI & Tableau user permissions, performance troubleshooting, and managing general help inquiries
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Develop and Test Python and Custom API-related Workflows to build on the capabilities of the Power BI and Tableau Platform
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Work with Tableau for support, ticket resolution, feature requests and defect tracking
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Demonstrate strong backend platform expertise and front-end consultancy capability
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Recommend best practices from both a technical and process perspective as related to Power BI and Tableau development
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Groom large datasets for optimal performance and maintainability
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Troubleshoot issues as they occur, identify criticality and impact, and provide appropriate workarounds
- 5+ years of Power BI application development experience, including visualizations, parameters, and report optimization
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5+ years of hands-on SQL Experience
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Experience with Power BI, Power Apps and Power Automate as the core technical skills.
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Strong Microsoft Power Platform expertise is essential.
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3+ years working with Python and machine learning/data science experience.
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Expertise across multiple BI platforms and data visualization tools.
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Strong experience with performance tuning business intelligence and database platforms for maximum performance in each technical configuration
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Expertise with multiple database platforms including relational databases (ie. SQL Server and Oracle) as well as cloud-based data warehouses such as Microsoft Fabric and Snowflake
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Experience with both server and desktop-based data visualization tools
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Expertise with managing and mining very large internal and external data sets
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Experience with sourcing external data sets to meet business needs
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Demonstrated experience with testing business hypotheses, asking the right questions to provoke thoughts from business users and ultimately using data to test and validate hypothesis
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Very strong experience with quickly building data visualization worksheets and dashboards to analyze, view and interpret data sets
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Demonstrated experience with using predictive, prescriptive and descriptive data analytics to test, question and solve business problems
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Have a consulting mindset when working with internal clients across multiple departments of the organization
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Ideally familiar with financial services datasets across investment, product and distribution functions - not essential but highly desirable
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Bachelor’s degree in Computer Science or equivalent, with a strong preference in a Data-centric major
Nice to have: Experience with Tableau.
