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Location - Encino, California, United States of America Experience - 5 to 10 About Company: AssetMark is a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. ("HTSC") is a majority shareholder. HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai and Hong Kong stock exchanges. Design, develop, and maintain the Enterprise data, cloud data warehouse and Analytics solutions within AssetMark. Deliver timely, accurate and actionable data critical to the business decision-making process. Facilitate the identification, analysis, development, manipulation and reporting of company data and information to gain knowledge of the factors that affect overall company performance. Provide continuous improvement efforts to enhance data transformation and manipulation, improve performance while providing increased functionality and maintaining availability of production information systems to serve the business needs. About Role: Highly motivated Lead Data Analyst with 5+ years of experience in the financial services industry. Proven ability to leverage data to drive strategic decision-making, develop data-driven solutions, and translate complex insights into actionable recommendations for business stakeholders. Skilled in data management, analysis, visualization, and communication. You have passion for data and transforming data into critical business insights. Bachelor’s degree in information systems, Computer Science, Business, Finance, Economics or MBA with emphasis in analytics or related field Strong analytical, statistical, data organization and problem-solving skills with a passion for data-driven decision making. In-depth knowledge of data analysis methodologies, including data mining, statistical analysis. Experience in managing stakeholder and clarify/distill complex requirements into analytical data products for the business. Possess strong knowledge of data analysis methodologies, including statistical analysis, data mining, and machine learning (a plus). Be proficient in utilizing SQL and have experience with programming languages like Python or R. Exposure to Azure Data Ecosystem or Comparable Data ecosystem on AWS / GCP Experience with data visualization tools (e.g., Tableau, Power BI) to create clear and insightful dashboards and reports. Working experience with applying AIML to business problems 5+ years of working progressively in data analytics and management space Preferential Skills Excellent communication and presentation skills. Working experience with Machine Learning and/or exposure to CRISP-DM /TDSP Experienced with industry standards and working experience on Azure and Microsoft Azure Certification. Work in a collaborative and Agile team environment to strategize, curate and organize the data ecosystem for the business to enable discovery, analytics, insights and decisioning. Responsible for gathering, structuring, documenting, curating and analyzing AssetMark’ s Data Assets and partnering with business needs for delivering analytical data products. Establish data product mindset and strategize to create data roadmaps delivering quality data products to business in Agile releases. Leverage data analytics to establish data observability with data quality and governance controls to establish high quality data product. Partner with business stakeholders across various departments to understand their data needs and translate them into actionable data analysis plans. Collaborate with business stakeholders and business analysts to translate value streams and domain knowledge into semantic and enterprise models. Conduct in-depth analysis of large datasets using advanced techniques and tools to uncover trends and patterns. Manage the entire data analysis lifecycle, from source business processes in applications, business and data understanding of the domain and problem, data acquisition, cleaning, and transformation to analysis, visualization, and reporting. Develop data-driven solutions to address business challenges, optimize processes, and achieve key performance indicators. Communicate complex data findings and recommendations effectively to both technical and non-technical audiences through compelling presentations and reports. Champion data mindset within the organization via collaborations and knowledge sharing Ability to organize strategic roadmap into MVP’s, leveraging collaborative design methodologies such as design thinking. Salary - $140 $160K Career Development We’re committed to helping you grow your career with AssetMark and offer dedicated learning resources aimed to develop and improve your skills so you can succeed in your role at AssetMark. Additionally, we offer tuition reimbursement benefits for eligible courses and programs, and reimbursement for professional certification programs Time Off It’s important to maintain a balance between work and life. That’s why we provide salaried employees with unlimited flexible time off and provide hourly employees with 15 days of paid time off and one floating holiday annually. We also offer employees 10 days of sick time, 10 paid holidays, and a paid volunteer day every year, with additional time to serve jury duty, bond with a new baby or child, and more. Retirement & Recognition We value our employees deeply, and we make sure that’s reflected in the benefits we offer. AssetMark employees work every day to support the financial dreams of our clients, and AssetMark’s 401(k) plan makes it easy for employees to do the same with a 6% company match and a range of investment options. Employees are also recognized for their hard work and tenure with anniversary bonuses, recognition bonuses, and quarterly/annual bonuses. Health & Wellness We believe your health comes first, which is why we offer comprehensive medical, dental, and vision coverage, along with a tax-advantaged health savings account and flexible spending account options. We also provide a robust wellness program that offers fitness reimbursement, wellness challenges, and rewards to raise awareness and help you reach your wellness goals. Medical Plans: Moving to a Co-pay/Co-insurance Plan from a Co-Insurance only model • Increased Fertility Coverage • Increased Gender Affirmation benefits to match Transgender WPATH • Enhanced Cigna Travel Benefits for covered, in-network services not currently offered within 100 miles of a member’s location Dental Plan: Increased Delta Dental Out of Network Reimbursement to 95% of Usual, Customary and Reasonable amounts (UCR) As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
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