Client

The client is a global asset, investment, and financial product management company operating across the United States and in over 40 other countries.

Team

The team is focused on creating customized dashboards, reports, and visualizations by using both in-house and external data sources.

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.

This role requires coverage of 4-5 business hours of EST.

Responsibilities

• Create Power BI and Tableau Dashboards to meet complex user requirements and demand
• Performance tuning and aesthetics customization to meet user expectations
• Develop and implement design best practices to ensure a seamless user-experience for business stakeholders
• 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
• Develop and Test Python and Custom API-related Workflows to build on the capabilities of the Power BI and Tableau Platform
• Work with Tableau for support, ticket resolution, feature requests and defect tracking
• Demonstrate strong backend platform expertise and front-end consultancy capability
• Recommend best practices from both a technical and process perspective as related to Power BI and Tableau development
• Groom large datasets for optimal performance and maintainability
• Troubleshoot issues as they occur, identify criticality and impact, and provide appropriate workarounds

Requirements

• 5+ years of Power BI application development experience including visualizations, parameters, and report optimization
• 3+ years of Tableau application development experience, including visualizations, parameters, and report optimization
• 5+ years of hands-on SQL Experience
• 3+ years of working on Power BI or Tableau Administration Responsibilities (Permissions, Server Maintenance and upgrades, Monitoring)
• 3+ years working in Python, Pandas Data Frames, API-driven workflows.
• Expertise across multiple BI platforms and data visualization tools include Tableau and Power BI
• Strong experience with performance tuning business intelligence and database platforms for maximum performance in each technical configuration
• 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
• Experience with both server and desktop-based data visualization tools
• Expertise with managing and mining very large internal and external data sets
• Experience with sourcing external data sets to meet business needs
• 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
• Very strong experience with quickly building data visualization worksheets and dashboards to analyze, view and interpret data sets
• Hands-on experience with Python for building automations for business processes
• Demonstrated experience with using predictive, prescriptive and descriptive data analytics to test, question and solve business problems
• Have a consulting mindset when working with internal clients across multiple departments of the organization
• Ideally familiar with financial services datasets across investment, product and distribution functions - not essential but highly desirable
• Bachelor’s degree in Computer Science or equivalent, with a strong preference in a Data-centric major