✦ Luna Orbit — Data & Analytics

Untitled Position

at Company

Unknown Posted March 29, 2026
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Position Details

Type Not Specified
Experience senior
Exp. Years 7+ years
Education Bachelor's degree in Business, Finance, Economics, Statistics, Analytics, Data Science, Mathematics, or related quantitative field
Category Data & Analytics

About this role

Senior wealth management analytics role focused on turning complex datasets into actionable insights for leadership. Owns data-driven decision support, storytelling, and governance to optimize profitability and client experience.

Key Responsibilities

  • Analyze complex datasets for trends and opportunities
  • Partner across functions to deliver insights
  • Develop data-driven recommendations and visualizations
  • Manage data governance and privacy standards
  • Translate technical analyses for executive leadership

Technical Overview

Emphasizes SQL data extraction, Python analytics, Tableau visualization, and data governance/privacy practices to deliver robust insights.

Ideal Candidate

The ideal candidate is a senior data analytics professional with 7+ years in financial services, strong SQL data extraction skills, and expertise in Tableau and PowerPoint for compelling data storytelling. They should be able to translate complex data into actionable insights for senior leadership and manage stakeholder expectations.

Must-Have Skills

Bachelor's degree in BusinessFinanceEconomicsStatisticsAnalyticsData ScienceMathematicsor related quantitative field7+ years of experience in business analytics or insights within financial services or wealth managementProficiency in data extraction using SQLStrong understanding of statistical modeling and analytical methodologies; Python is a plusData visualization and storytelling using Tableau and PowerPointExcellent written and verbal communicationAbility to translate analyses into actionable insights

Nice-to-Have Skills

Master's or MBA preferredSalesforce / CRM Analytics experienceDemonstrated job history stabilityExperience with data governance and privacy standards

Required Skills

SQLdata extractionPythonTableauPowerPointdata storytellingdata governancedata privacyfinancial analytics

Hard Skills

SQLData extractionPythonTableauPowerPointData storytellingData governanceData privacyFinancial analyticsBusiness intelligence

Soft Skills

Analytical thinkingCommunicationStakeholder managementStorytellingAdaptabilityAttention to detail

Industry & Role

Industry Financial Services
Job Function Principal Business Insights Analyst for Wealth Management
Role Subtype Principal Data Analytics Lead
Tech Domains SQL / PostgreSQL, Tableau, Power BI, Python, Data Visualization

Keywords for Your Resume

oracle hcm cloudrbmwealth management analyticssqltableaupower bidata storytellingdata governancedata privacybusiness insightsfinancial analyticsstakeholder managementpythoncrm analyticsdata extractionsenior analystwealth managementSQLTableauPowerPointstatistical modelingPython

Deal Breakers

Lack of 7+ years of analytics experience in financial services, Inability to extract data with SQL, Poor data storytelling and communication skills, Not able to work in Johnston, RI

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