Data Analyst

Fort Mill, SC

Financial Resources Group Investment Services


The Data Analyst will be responsible for the creation and delivery of analytics, insights, and reporting in support of our internal teams as well as our financial advisors and institutions. The ideal employee in this role will assist in recommendations by synthesizing data from multiple sources and developing reports needed to drive business insights and processes. The primary focus for this role will be to strategize with the team to identify solutions with a focus on process efficiency, operational automation, and improvement of the advisor experience. The ideal candidate will have experience with data analysis, finding patterns, insights, and anomalies, and be able to communicate those findings in concise, clear and easy to understand formats that our teams can use to formulate action plans.

At Financial Resources Group Investment Services, we seek to hire strong collaborators who can assist our advisor-facing teams deliver a world-class client experience. We are looking for candidates who thrive in a fast-paced environment, are client-focused, detail oriented, and are able to execute in a way that encourages creativity and continuous improvement. Natural curiosity and a penchant for learning a must.


Duties and Responsibilities:

  • Leverage and interpret data from various sources to develop, own, and optimize reports that drive meaningful business results.
  • Create reports for new advisors and institutions that are critical to moving their business quickly and accurately.
  • Collaborate with internal business partners to accurately assess needs, determine the type of data that needs to be collected and curated, recommend approaches, and build the most impactful/feasible solutions possible.
  • Collaborate with LPL Financial to receive data from their internal systems, interpret it, bump it up against our internal systems and ultimately drive analysis, reports, updates.
  • Continuously analyze output to simplify complexity and create new or improve existing analytic approaches and reporting methods.
  • Assist in the maintenance and governance of our internal reporting systems (QuickBase, Smartsheet, Box).
  • Perform at a high standard where quality, accuracy, and timeliness are top priorities.

Required Skills & Specifications:

  • Bachelor’s degree with at least 5+ years of related experience in the wealth management / financial services industry, preferably working with operational teams.
  • Highly proficient with using Smartsheet, Excel (including the ability to create pivot tables and complex logic-based formulas) and CRM systems (QuickBase preferred). Experience using Box also preferred.
  • Excellent written and verbal communication; ability to engage with all levels of an organization; ability to present complex information in a clear and concise way.
  • Demonstrated ability to work and deliver under pressure against tight deadlines with accuracy; proven project management and planning skills.
  • Proven ability to prioritize and can easily manage multiple issues simultaneously.
  • Must be able to work both independently as well as part of a team, following through with assigned tasks, project components, etc., and providing updates as appropriate.
  • Candidates must be flexible, take initiative, and have a strong attention to detail.
  • Personable and reliable self-starter; proven analytical and problem-solving skills.

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Fill out the form below to apply

Click or drag files to this area to upload. You can upload up to 3 files.
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