Capital Markets Data Associate

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

The Data Associate will support the ownership of data and financial reporting leveraged by Capital Markets. This includes working with data sources throughout the bank, identifying critical elements within these sources, transforming the data into usable formats, and loading the data into various reporting platforms. This role reports to the Director of Capital Markets and will interact with the entire Capital Markets team as well as counterparts throughout the bank. Interacting with the Capital Markets team, the Data Associate will become familiar with the Capital Markets businesses and develop and maintain reports that capture key performance indicators and key risk metrics. This position will validate data received in multiple formats to ensure data quality, integrity, and completeness for accurate reporting. The incumbent will discuss patterns/trends, root causes, and recommended actions resulting from data analysis and use tools such as Power BI datasets and dataflows, Power Query, Snowflake, Microsoft Teams, SQL, SharePoint, Python, R, Excel, PowerPoint, HTML, and statistical tools.

This position is a fully on-site role.

Job Responsibilities:

• Assist in managing the data infrastructure for Capital Markets.
• Extract, load, and transform data from a variety of data sources using Snowflake, SQL, Python, and the Power BI (Fabric) platform.
• Develop and maintain Performance Management data, systems, and reporting.
• Maintain data management functions for dashboards, reports, and trending for Capital Markets.
• Develop and maintain data visualization tools such as Power BI using multiple data sources to build impactful reports and trends for management.
• Understand Capital Markets business initiatives and key assumptions and track progress and trends using reports and dashboards.
• Focus on details, data driven, and organized to produce reports that enable the business to highlight progress, risks, and defects across systems and processes.
• Build relationships with technology management, internal users, and counterparts throughout the bank.

Minimum Qualifications:

• Bachelor’s degree in Computer Science, Management Information Systems, or related technical or business or equivalent combination of education and experience.
• Minimum of 2 years of experience as a data, business or reporting analyst.
• Prior financial service industry experience preferred.
• Knowledge and hands-on experience building reports with various tools including Microsoft Power BI and/or Fabric, SQL SSIS, and Snowflake.
• Familiarity with SQL, DAX, m language, and Python.
• Experience with Power Query and advanced Excel functions.
• Demonstrated understanding of major banking principles, processes, and technologies with experience with data reporting.
• Proficient in Microsoft Office.
• Eager to learn and willing to work hard.

Salary Range:

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.