Investor Services Analyst providing client service for Wellington’s investment funds. Coordinating onboarding, fund - related queries, and reporting requirements with a focus on client relations.
About the role
- Digital Analyst collaborating closely with product teams to improve digital experiences for customers. Utilizing analytical skills to track success metrics and assist in project development.
Responsibilities
- Deliver analytics to support projects and product development
- Work with product and business teams to formulate success metrics and measurement plan for projects, socialize them and create dashboards/reports to monitor them
- Collaborate to understand the goals of the project's enhancements to customer online experience, provide insightful input to optimization efforts
- Establish and automate post deployment reporting and analysis based on the success metrics, provide business and product teams with insights for post deployment performance
- As an end consumer of data define and implement tracking of our digital properties that is necessary to enable analytics by working closely with the product and development teams
- Deliver regular ongoing analysis and reporting
- Design, build and update regular reports and communicate to key stakeholders
- Perform in-depth analysis from end-to-end which includes understanding business needs and translating to analytic requests, extracting data from a variety of sources, manipulate and analyze using quantitative, statistical and visualization tools
- Interface with internal clients to understand requests, develop analytics to address issues, prioritize ad hoc tasks and set clear expectations across teams
Requirements
- 1+ years of relevant experience for those in a CVS Health leadership program (such as DAP, Leadership development, GMDP, etc.) OR 2+ years of relevant experience for others
- Knowledge of online analytics tools such as Adobe, Coremetrics, Localytics, Webtrends, etc.
- Experience in Tableau/Power BI, SQL (Teradata, Hadoop, Google Cloud Platform, etc.)
- Experience with highly quantitative analytics
- Project oriented, pro-active, and self-motivated work style with proven ability to manage effectively multiple projects and changing priorities in an extremely fast paced environment and constantly deliver superior results within given deadlines
- Strengths in structured and logical thinking, problem solving, issue resolution, and attention to detail
- Bachelor Degree Required, Masters Degree Preferred
Benefits
- Affordable medical plan options
- 401(k) plan (including matching company contributions)
- Employee stock purchase plan
- No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs
- Confidential counseling and financial coaching
- Paid time off
- Flexible work schedules
- Family leave
- Dependent care resources
- Colleague assistance programs
- Tuition assistance
- Retiree medical access
- Many other benefits depending on eligibility
Job title
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Experience level
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Degree requirement
Tech skills
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