Financial Advisory Support Analyst
Ameriprise Financial Services, LLC
Prepare client presentations, managed account materials, and electronic forms while analyzing financial data and tracking workflows for Ameriprise in India.
Open
Obie Companies is a real estate development and management firm that creates and operates distinctive destinations across hospitality, retail, and workplace settings. Its portfolio includes the 5th Street Public Market, Inn at the 5th, and Inn at 500 Capitol, with properties in downtown Eugene, Oregon, and Boise, Idaho. The company’s work brings together property development, ongoing management, and guest-focused service in culturally active urban locations.
Data Analyst - Chicago Hybrid
Data Analyst supporting business insight for Obie Companies’ real estate insurance platform through dashboard development, performance analysis, and cross-functional forecasting.
Description
- Formulate hypotheses to explain business conditions, including factors behind growth or stagnation
- Analyze data to answer important business questions
- Create and maintain Sigma dashboards and reports
- Coordinate analytics, metrics, data, and reporting support across Growth & Channel Distribution, Product & Engineering, Insurance, Finance & Accounting, and the Executive team
- Work with Data Engineers, Insurance Product Analysts, and Operations Analysts
- Contribute to financial budgeting, forecasting, and performance tracking
- Complete data quality reviews and reconciliations
- Guide stakeholders on reporting, metrics, and data-related questions
- Promote data literacy and informed, data-driven decisions
- Take part in interviews, a project exercise, deliverable review, and team meetings
Requirements
- Background in data or business analytics, with strong SQL proficiency
- Knowledge of and interest in insurance
- Capacity to lead initiatives from start to finish while managing competing priorities
- Ability to investigate detailed data while translating findings into the broader context for stakeholders
- Strong interpersonal, communication, and leadership capabilities
- Collaborative mindset and motivation to make an impact at a fast-growing company
- Preferred: experience in insurance, financial services, or a comparable field
- Preferred: experience with an additional analytics tool such as Python or R
- Preferred: experience using AI tools such as Claude, GitHub, and dbt
- Preferred: experience in strategy, operations and analytics, go-to-market analytics, financial forecasting, consulting, or a related area
Benefits
- Comprehensive health, dental, vision, and life insurance coverage
- Flexible paid time off
- Retirement savings plan with employer matching
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