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SUMMARY
The Senior Data Analytics Engineer is responsible for developing and maintaining analytical models, dashboards, and data products that surface meaningful intelligence across the organization. Additionally, this role partners closely with application development, data engineering, and business teams to deliver scalable, well-governed analytics solutions aligned with regulatory and client requirements in the financial services industry.
TECHNOLOGY STACK
Snowflake Data Cloud.
Microsoft SQL Server and advanced SQL.
Power BI (report development, data modeling, and deployment).
ETL/ELT frameworks and data pipelines.
Microsoft Azure.
Data governance, security, and access control tooling.
KEY ACCOUNTABILITIES
Designs, develops, and maintains Power BI reports, dashboards, and semantic data models that support operational and executive decision-making.
Builds and maintains statistical models, trend analyses, and forecasting tools to support fund administration workflows and client reporting.
Ensures data accuracy, consistency, and integrity across reporting outputs by partnering with governance and quality initiatives.
Documents analytical methodologies, data definitions, report logic, and model assumptions to support transparency and auditability.
Monitors and optimizes Power BI and Snowflake query performance to ensure efficient, reliable report delivery.
Stays current with emerging trends and capabilities in data science, analytics engineering, and business intelligence tooling.
WORKING RELATIONSHIPS
Provides analytical guidance and mentorship to internal teams consuming data products.
Partners with business stakeholders to gather requirements, defines KPIs, and translates analytical needs into scalable data products.
Collaborates with technology team members to influence the design of data pipelines and structures that support analytics and reporting use cases.
Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
3+ years of experience in data science, analytics engineering, or business intelligence, with strong hands on development and deployment of Power BI reports and data models in production environments.
Experience querying and working with data in Snowflake or similar cloud data platforms, along with Power BI Service administration, low level security, and enterprise scale deployment.
Financial services experience, ideally supporting fund administration or asset management platforms.
KNOWLEDGE ETL/ELT tools and modern data engineering frameworks.
Regulatory and compliance considerations related to financial data.
Statistical analysis, data wrangling, and exploratory data analysis techniques.
Machine learning or predictive modeling techniques applied to business use cases.
Microsoft Office Suite.
Adobe Acrobat.
SKILLS AND ABILITIES Excellent analytical, troubleshooting, and communication skills, with the ability to present findings clearly to both technical and non-technical audiences.
Strong attention to data accuracy, with experience implementing data validation and quality checks. contributing to or defining enterprise analytics standards and data strategy.
Aligns associates with company values and goals.
Plans and delegates the work of others.
Motivates and inspires others.
Assesses the performance of self and associates to make improvements or take corrective action.
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.
Equivalent education, experience, and KSA’s will be considered.
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.
