Insights Analyst Position at Wealth Wizards

Wealth Wizards is seeking a highly skilled and motivated Insights Analyst to join our team. As an Insights Analyst, you will play a crucial role in working with our Product and Engineering teams to develop, analyze, and deliver product insights. Our vision is a future where everybody in society has access to affordable financial advice and guidance. If you are passionate about data analysis and want to contribute to making financial advice more accessible, we encourage you to apply.

Location

  • This is a remote position, but applicants must be based in the US.

Job Details

We are looking for an Insights Analyst to join our team on a permanent basis. The ideal candidate will have a strong analytical background with experience in business partnering and working in agile teams.

Role of the Job

As an Insights Analyst, you will work closely with our Product and Engineering teams to develop, analyze, and deliver product insights. You will be responsible for embedding data-led discussions and decisions across Product, supporting Product discovery, client reporting, and post-live analysis. You will also work closely with our Data Engineering team to build out product analysis and tell stories with our data.

Main Responsibilities

  • Embedding data-led discussions and decisions across Product, supporting Product discovery, client reporting, and post-live analysis.
  • Developing product reporting requirements with Product Managers, ensuring data and insights considerations are captured upfront during product development and build.
  • Working closely with the Data Engineering team to develop and deliver strong product analysis.
  • Collaborating with other teams to understand their business needs and providing insights and recommendations based on findings.
  • Preparing analysis and creating stories from our data, communicating findings and recommendations clearly both internally and to our clients.

Qualification Needed

  • Strong analytical background with experience in business partnering and working in agile teams.
  • Experience working in the Financial Services industry is highly desirable.
  • Experience using QuickSight is strongly preferred.
  • Excellent communication and interpersonal skills.
  • Ability to manipulate data via dashboards and Excel.
  • Critical thinker with attention to detail.
  • Drive and resilience to try new ideas.
  • Collaborative approach and a go-getting attitude.

Job Benefits

  • Flexible working hours.
  • 25 days annual leave plus every bank holiday.
  • Company pension (up to 10% employer contribution).
  • Company performance-based Bonus scheme.
  • Paid day off to celebrate your birthday.
  • Additional holiday purchase (up to 5 days per year).
  • Additional holidays for length of service (up to 3 days).
  • Private medical insurance.
  • Dental and health cash plans.
  • Enhanced parental leave and pay.

Required Documents

To apply for this position, please submit the following documents:

  1. Your resume.
  2. A cover letter explaining why you are a good fit for this role.
  3. A portfolio showcasing your experience in data analysis and insights.

How to Apply

If you are a motivated and experienced data analyst looking for a new challenge, please submit your application, including your resume, cover letter, and portfolio.

Submit Application

About Wealth Wizards

Wealth Wizards is a dynamic and innovative company, committed to making financial advice more accessible and affordable for everyone. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities.

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