Job Description

OBJECTIVES: The Business Intelligence Analyst assists with the implementation and maintenance of Prime Capital Financials’ BI architecture and systems. The Business Intelligence Analyst will play a critical role in supporting the Director of Business Intelligence in transforming data into actionable insights and performing a wide range of tasks, from establishing new data connections and processes, troubleshooting and enhancing existing programs, exploring and documenting processes and data governance, etc. This role requires a blend of technical expertise, analytical skills, and a strong understanding of database architecture and querying. The ideal candidate will be proficient in Python and Alteryx, with a keen ability to design and create efficient data processes and solutions. The BI team manages the BI stack from top-to-bottom and front-to-back, so the opportunities to learn aren’t limited by departmental silos.

Key Responsibilities:

Comply with Prime Capital Financial and FINRA policies and procedures based on a registered or non-registered position.

Operational Efficiency

• Collaborate with internal departments to ensure seamless operational processes and timely execution of research and requests.
• Stay up-to-date and proficient in all technologies required for this role.
• Exercises correct security procedures for personal workspace.

Data Analysis and Reporting

• Develop and maintain reports and dashboards to provide insights to various stakeholders.
• Analyze complex data sets to identify trends, patterns, and opportunities for improvement.
• Present findings in a clear and concise manner to support decision-making processes.

Compliance and Regulation

• Adhere to all applicable compliance policies, procedures, and regulations.
• Assist in maintaining client confidentiality and data privacy.
• Maintain organized records and documentation for compliance purposes.
• Assist in the preparation of compliance reports and audits for the Business Intelligence department as needed.

Technical Expertise

• Utilize Python and Alteryx to perform data manipulation, analysis, and automation tasks.
• Understand and apply database architecture and querying techniques, specifically using Postgres and AWS Redshift.
• Design and create processes to receive data through API calls within the definitions and rules of the sources

Database Management

• Manage and optimize data storage solutions to ensure efficient data retrieval and analysis.
• Develop and implement data quality checks to ensure the accuracy and integrity of data.
• Collaborate with IT and other departments to ensure seamless data integration and system compatibility.

Problem Solving and Innovation

• Approach challenges with tenacity and an open mind, seeking innovative solutions.
• Stay updated with industry trends and technologies to continuously improve business intelligence capabilities.
• Contribute to the development and improvement of BI tools and processes.

Continuous Improvement

• Identify opportunities for process improvements and suggest solutions to enhance operational efficiency and client experience.
• Stay updated on industry trends, regulations, and best practices
• Attend all offered training sessions relevant to this role.
• Have a mindset to be better today than yesterday and a willingness to learn, grow, and change to keep up with the consistent changes in the wealth management industry, technology, rules & regulations.

Collaboration and Communication

• Work closely with the Director of Business Intelligence and other team members to align goals and objectives.
• Communicate effectively with stakeholders to understand their needs and provide tailored BI solutions.
• Foster a collaborative and supportive team environment.
• Participate in team meetings and contribute to planning and strategy discussions.
• Provide backup support to other team members as needed.

QUALIFICATIONS:

• Bachelor’s degree in Computer Science, Information Technology, Data Science, or a related field.
• Proven experience as a Business Intelligence Analyst or in a similar role.
• Proficiency in Python in a Business Intelligence or Data Science environment.
• Proficiency in using Alteryx to inspect, move, and load data.
• Financial Investment Advisory Services industry experience preferred.
• Strong understanding of Postgres and AWS Redshift databases.
• Experience with API integration and data processing.
• Excellent analytical and problem-solving skills.
• Strong presentation and communication skills.
• Microsoft Office skills required. Google Suite, Salesforce, and Orion preferred.

Benefits:

• Health, Dental, Vision, HSA
• Group Life and Disability
• 401(k)
• EAP
• Parental Leave
• 12 paid holidays
• Generous PTO
• Prefessional Development assistance

Prime Capital Financial (“[Prime]”)

Prime Capital Financial is a Registered Investment Advisor (“RIA”) with over $30 billion in assets under management (AUM). Our nearly 200 advisors and over 300 team members serve clients in 48 states out of 60 offices throughout the country. PCIA operates primarily through four brands. Prime Financial Wealth serves over 15,000 individual wealth management households and provides a full array of services, from financial planning to investment management. Prime Family Office provides bespoke financial, accounting, estate planning, and advisory services to ultra-high net

worth families. Prime Financial Retirement delivers retirement plan consulting services to employers across the US, serving 800 employers and several hundred thousand retirement plan participants. Prime Financial Wellness provides financial wellness, education, and asset management services to retirement participants and data analytics services to employers.

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