Want to work at the forefront of a fast-growing and award winning fintech company? With an incredible team and partners looking for innovative results, we’re rapidly growing and continue to add new asset classes to our offerings. We are on the lookout for smart and collaborative talent to join our team. As a cloud-based company, we are currently operating in a flexible and hybrid work model.  

Job Description

We’re looking for a Senior BI Analyst to serve as the primary point of contact for our business teams with respect to business intelligence reporting. In particular, you will understand stakeholder requirements, develop and refine Tableau dashboards, remediate data quality issues, format dashboards for client reporting, optimize dashboard performance, perform exploratory data analysis, and derive insights from the data. You will work with Data Engineers to understand our derived data sets and craft them into informative, actionable, performant dashboards for our various business stakeholders.

How You Will Fulfill Your Potential

• Develop and refine Tableau dashboards for various business teams, charting key metrics and extracting data-driven insights
• Serve as the primary point-of-contact for all business teams (e.g. answering technical questions, responding to client requests, troubleshooting suspect data, and spearheading new analyses)
• Deeply understand the data, from source to transformation, and communicate this to relevant business stakeholders
• Optimize Tableau dashboard and query performance
• Automate Tableau workflows using tabcmd
• Own, organize and administer Tableau Online to deliver a better user experience

What We’re Looking For

• Bachelor’s Degree or Master’s Degree in Computer Science, Economics, Business, Mathematics, Statistics or a related technical field
• 2 or more years of experience in data analysis role, with a preference for financial or consulting firms
• Very good knowledge of a BI reporting tool (e.g. Tableau, Looker, PowerBI)
• Very good writing, communication and presentation skills
• Good knowledge of SQL, Microsoft Excel and basic statistics
• Strong ability to understand client needs, clarify requirements, and communicate detailed implementation timelines

We offer a competitive salary and benefits, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in New York City’s Hudson Yards district. 

About SIMON

SIMON Markets is an award-winning fintech company that is committed to transforming the digital experience for financial professionals, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools to over 100,000 financial professionals, who serve $5 trillion in client assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management.

With a focus on reshaping the advisor experience, SIMON is setting new industry standards, simplifying the complex, and delivering structured investment, annuity, and defined outcome ETF solutions to investment professionals, centralized within one unique ecosystem.

Originally incubated within Goldman Sachs, SIMON launched as an independently operating company in December 2018 under the shared ownership and direction of seven leading financial institutions—Barclays, Credit Suisse, Goldman Sachs, HSBC, J.P. Morgan, Prudential, and Wells Fargo. Growth equity firm WestCap became an investor in 2021. The company is headquartered in New York, NY, with an additional location in Birmingham, AL.

No matter which part of the team you join, there is something interesting to work on. Our front-end team is building out our web and mobile presence using React, Redux, and Webpack along with some very sophisticated data visualizations. Our back-end team is using Scala, Akka, Postgres and other open-source technologies to build a micro-services architecture that can scale to handle our ambitious roadmap. Our quantitative engineering team is researching and building novel financial strategies to widen our competitive advantage. Our dev-ops team is creating a development and production environment with Docker and Kubernetes to keep us nimble. Product Management sits in the middle of it all to make it happen.