We are looking for a detail-oriented and analytical Strategy Data Analyst to join our team. This role is crucial in driving the firm's growth, adapting its strategies, and communicating market changes. The ideal candidate will have an analytical mind, a commitment to detail, and a strong internal drive to succeed.

Minimum Requirements:

A+ Player
Strong understanding of firm's business goals and strategies
Commitment to growth, staying up to date with market trends
Understanding of database management
Advanced organizational and time management abilities
Excellent problem-solving and decision-making abilities
A reliable work ethic and commitment to consistency
Alignment with the firm’s core values and mission

Main Responsibilities:

Collect, analyze, and interpret data from multiple sources to identify trends and opportunities
Conduct in-depth analysis of both internal and external data such as performance metrics and competitor insights to identify strategic opportunities and risks
Develop dashboards, reports, and visualizations to communicate insights to leadership
Partner with advisors and leadership to translate business questions into analytical solutions
Monitor key performance indicators (KPIs) and provide recommendations for improvement
Support strategic planning with forecasting, modeling, and scenario analysis

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

401(k)
Paid time off

Work Location: In person

Peak Retirement Planning, Inc.

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Strategy Data Analyst