Analyst / Advisor Job Description
Analyst / Advisor Duties & Responsibilities
To write an effective analyst / advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst / advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyst / Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst / Advisor
List any licenses or certifications required by the position: II, IAT, CE, PMP, ITIL, CSSP, CBAP, IIBA, DAWIA, III
Education for Analyst / Advisor
Typically a job would require a certain level of education.
Employers hiring for the analyst / advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Computer Science, Information Systems, Business/Administration, Engineering, Business, Mathematics, Information Technology, Finance, Technical
Skills for Analyst / Advisor
Desired skills for analyst / advisor include:
Desired experience for analyst / advisor includes:
Analyst / Advisor Examples
Analyst / Advisor Job Description
- Experience in matrixed organisations
- A consultative approach to problem solving
- Balanced judgment and incisive decision making
- A highly motivated, self-starter who excels in a dynamic and collaborative environment
- Curious, creative and collaborative
- Able and willing to work under time pressure, to meet deliverables and deliver quality products
- Interested in reward functions/products and the financial services sector
- Proactive and committed in your approach to work
- Knowledgeable about technology and able to keep up to date with developments
- Develop knowledge and experience of specific industry/segment(s) to support the credit needs of Commercial Account Managers and their clients in various industries including Supply Chain, Retail, and Business Services
- Apply your expertise to this role and take a continuous-improvement approach to achieving a superior client experience
- Maximize opportunity spotting to enhance retention, referrals, sales and superior client care
- Maximize effectiveness through coaching, mentoring and assisting CAMs, service partners and others to meet client needs
- Take ownership of escalations to reach mutually acceptable solutions
- 3 years investment advisory industry experience
- Series 7, 63 and 65 (Series 66 in lieu of 63 and 65) or within 6 months of hire
Analyst / Advisor Job Description
- Working with a team of Innovation Advisors to provide strategic consulting and analysis services for clients
- Performs other essential functions, as assigned by management, including participating and or leading 1-2 department projects of moderate complexity
- May organize the efforts of other analysts as part of incident recovery
- Ensure the proper functioning, stability and maintenance of applications and systems, and optimize their use
- Conduct impact analyzes and evaluations of efforts participate in preliminary analyzes
- Participate in the realization of projects
- Working knowledge of Web Applications and Web tools preferred
- Prepare and track Operations and Maintenance, Navy (O&MN), Research, Development, Test and Evaluation, Navy
- Solves problems, performs analysis, researches, and tests functions for systems and networks
- Provides consultation for integration activities to ensure successful implementation
- Nine or more years of proposal writing/developing experience
- Proficient in Microsoft Outlook and Microsoft Office Suite including Word, Excel & PowerPoint
- General knowledge of investment securities, investment strategy and theory, asset allocation, investment statistics, and brokerage industry
- Bachelor's degree in science and engineering, or business management
- Minimum of 7 Years experience as an Oracle EBS Developer using PL/SQL
- Ability to work remotely,Self Starter, Can work independently with minimum oversight, Solid written and verbal communication skills
Analyst / Advisor Job Description
- Work with data requestors to understand and document their requirements
- Scope and perform data profiling to identify quality gaps in applicable dimensions based on intended use
- Publish data to dashboards and perform iterative reviews with customers
- Communicate synthesized data quality findings to business and technical team members, senior leaders and external stakeholders
- Contribute to internal governance teams to drive the data quality business cycle and roadmap
- Works in Agile development framework with portfolio lead and product owner to monitor work intake, create epics, and create detailed user stories
- Collaborates with development teams and enterprise RDM team to maintain reference data tables for applications
- Assist with intra-quarter and post-quarter reporting for the businesses within Storage Division
- Quantitative analysis such as Bookings, Billings, Segmentation (Verticals, Geographic, Direct/Indirect etc … ), top customers per geography and SFDC-related statistics (win/loss, workloads, qualitative commentary on losses)
- Also including manufacturing and installation quantitative data such as # of units shipped and # of units installed
- Direct Experience with Sales Cloud, Live Agent Custom applications implementation
- Salesforce Administration or Salesforce Platform Developer Certifications preferred
- Java & Modern Web Application Development
- IT Modernization Experience
- SAFe Agile Methodology Knowledge & Experience
- Understanding of performance optimization, caching, security, and native hardware component integration (camera, gps)
Analyst / Advisor Job Description
- Conducts/leads requirements for elicitation, capture, and management
- Identifies and documents gaps between requirements and COTS
- Ensuring that the technical solutions being developed will satisfy the needs of the business
- Production support that has on call responsibilities
- Possess the ability to analyze and document computer systems and software (data structures, functional components, interactions)
- Provides second level engineering design functions
- Researches relevant trends and activities in healthcare, business, competition and regulatory environments
- Provide on call support as required - Assist engineering team in the design and implementation of equipment supporting new projects as required - Provide guidance and leadership to less experienced engineers
- Collects and analyzes information pertaining to recruiting activities
- Performs in depth research on trends affecting recruiting
- Familiar with Apex & Visualforce development
- Experience with Agile/SCRUM/SAFe
- Deployment (to Google Play Store)
- 5+ years of experience with WebSphere Portal and WebSphere v7 and v8, certification preferred
- UNIX experience required – Solaris or Linux
- Oracle Enterprise Business Suite ( EBS)
Analyst / Advisor Job Description
- Identify recruiting opportunities and issues of strategic importance
- Deliver timely analysis of recruiting trends with minimal support
- Participate in the development of key metrics and success factors in recruiting to ensure consistency
- Reviews and analyzes financial justification for expansion of AdvisorChoice with Director
- Acts as the ARC user administrator, creates new user accounts, manages feature requests, trouble shoots and communicates software issues
- Performs ARC Development and software upgrade testing
- Responsible for the ARC dashboard development
- Provides training of ARC which may include public speaking/group training
- Responsible for pro forma development and assisting recruiters/management with building multiple channel pro formas
- Assists with single channel pro forma training
- Series 3, Variable Life and Annuity Licenses a plus
- Experience with MS Excel, MS Office, Salesforce and Oracle preferred
- Systems integration and distributed systems development
- J2EE development including SQL coding, JSPs, and Servlets
- Application and Web Servers such as IIS, Apache, WebLogic, Tomcat, and JBOSS
- Directory Services such as LDAP and Active Directory, and integration of Directory Services with Identity Management tools