Financial Data Analytics Opportunity in Financial Services
Finance Business Intelligence Analyst I
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $50,000 - $60,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We are looking for a data-driven motivated individual to join the Finance Business Intelligence team! Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance. Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
Build foundational subject matter expertise in financial and wealth management data under guidance and supervision
Support strategic initiatives by producing analyses, reports, and dashboards
Assist stakeholders in understanding business questions and contributing to analytical solutions
Develop and maintain analytical code and queries using established standards
Follow data quality, documentation, and control standards
Present findings clearly with guidance and mentoring
Basic Requirements:
Strong analytical, quantitative, and problem-solving skills
Demonstrated curiosity and eagerness to learn
Knowledge of data analytics software and tools (e.g. Python, R) and data querying languages (e.g. SQL, Snowflake).
Ability to communicate clearly and collaborate effectively
Preferred Requirements:
Internship or entry-level experience in analytics, finance, or related fields
Familiarity with Python, SQL, or BI tools such as Power BI
Basic understanding of data governance concepts
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
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What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
