At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienced analyst, you know how to uncover trends and tell meaningful stories through data. You collect, organize, and interpret information with ease and understand the impact your insights have on our business. The Advisory Analysis Senior Specialist will combine qualitative and quantitative information available for our advisors and institutions using data from Envestnet and existing data solutions to enable pricing decisions. The individual will be involved with the development of pricing tools and analytics. This position will be based Remotely, work at home. 

What you will do:

• Develop high-quality data solutions, automations using tools including Excel, VBA, Alteryx, and Profisee
• Provide timely scheduled Advisory reporting for management by pulling, aggregating and analyzing data from existing data sources. 
• Create standard operating procedures for internal processes and specifications, providing suggestions for process improvements, and updating them as needed.
• Mergers and acquisition support
• Other duties as assigned

What you will have:

• Bachelor’s degree in Business, Finance or related field 
• Minimum of 5 years of experience in financial analysis and/or complex modeling/data analysis work
• Analytics and financial modeling abilities
• Proficiency with SQL and its variation among popular databases
• Collaborate with other team members and stakeholders
• Understanding of financial advisors and the economics that drive their businesses

Compensation: The base annual salary range for this role is $80,000 to $100,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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