Lead Data Analyst

Posted 4 Days Ago
Encino, CA
Senior level
Software
The Role
Seeking experienced Lead Data Analyst for a financial services client in Encino, CA. Responsible for data warehouse implementation alignment with strategic goals in wealth and asset management services. Develop comprehensive data strategies, maintain scalable data models, ensure data integrity, and translate complex data findings into actionable insights. Requires expertise in financial concepts and processes, data modeling standards, and compliance with industry regulations.
Summary Generated by Built In

Orion Innovation is a premier, award-winning, global business and technology services firm.  Orion delivers game-changing business transformation and product development rooted in digital strategy, experience design, and engineering, with a unique combination of agility, scale, and maturity.  We work with a wide range of clients across many industries including financial services, professional services, telecommunications and media, consumer products, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce, and education.

Job Description:

As a Data Analyst/Data Modelling Specialist, you will be responsible for analyzing and modelling data to support our wealth management initiatives. You will work closely with cross-functional teams to understand business requirements, perform source-to-target transformations, and design data models that meet the needs of the organization. The ideal candidate will have a strong background in data analysis, data modelling, and financial services, with a focus on wealth management.

Responsibilities:

  • Collaborate with business stakeholders to gather and analyze requirements for data analysis and modeling projects.
  • Perform source-to-target transformations to ensure data quality, consistency, and integrity throughout the data lifecycle.
  • Design and develop conceptual, logical, and physical data models that align with business objectives and regulatory requirements in wealth management.
  • Utilize industry-standard data modeling techniques and tools to document and communicate data structures, relationships, and definitions.
  • Work closely with technical teams to implement data models in relational databases, data warehouses, and other data storage solutions.
  • Conduct data profiling and analysis to identify trends, patterns, and insights that drive decision-making in wealth management.
  • Develop and maintain data dictionaries, metadata repositories, and other documentation to support data governance and compliance efforts.
  • Collaborate with data engineers, data scientists, and other stakeholders to optimize data pipelines and workflows for performance and scalability.
  • Stay current with industry trends, best practices, and emerging technologies in data analysis, data modeling, and financial services.

Requirements:

  • Bachelor's or Master's degree in Computer Science, Information Technology, Finance, or related field.
  • 7 to 10 years of experience in data analysis, data modeling, and data management, preferably in the financial services industry with a focus on wealth management.
  • Strong understanding of source-to-target transformations, ETL processes, and data integration techniques.
  • Proficiency in data modeling tools such as Erwin, Erwin Data Modeler, or similar tools.
  • Hands-on experience with SQL, relational databases (e.g., SQL Server, Oracle), and data warehousing concepts.
  • Knowledge of industry-standard data modeling methodologies (e.g., ER/Studio, Kimball Dimensional Modeling) and best practices.
  • Excellent analytical, problem-solving, and communication skills, with the ability to translate complex business requirements into technical solutions.
  • Experience working in Agile environments and collaborating with cross-functional teams.
  • Certifications in data modeling or related areas (e.g., CDMP, DAMA) are a plus.

Orion is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, citizenship status, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Candidate Privacy Policy

Orion Systems Integrators, LLC and its subsidiaries and its affiliates (collectively, “Orion,” “we” or “us”) are committed to protecting your privacy. This Candidate Privacy Policy (orioninc.com) (“Notice”) explains:

  • What information we collect during our application and recruitment process and why we collect it;
  • How we handle that information; and
  • How to access and update that information.

Your use of Orion services is governed by any applicable terms in this notice and our general Privacy Policy.


The Company
HQ: Edison, NJ
3,410 Employees
On-site Workplace
Year Founded: 1993

What We Do

Orion is a leading digital transformation and product development services firm. Headquartered in Edison, NJ, we have a global team of 6,200+ associates, with engineers in 14 major delivery centers across North America, Europe, Asia Pacific and Latin America.

For over 25 years, Orion has been solving complex business problems for our clients. Our transformative business solutions are rooted in digital strategy, experience design, and engineering, empowering our clients to operate with agility at scale.​

Our mission is to serve as an agile and trusted partner for business transformation initiatives, providing deep emerging technology, experience design, and domain expertise.​

Our business has more than tripled over the last three years. ​

We have grown aggressively both organically and inorganically, adding new clients, complementary skills, domain expertise, and strengthening our global footprint.

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