Summary

Part-time senior associate role focused on automation, testing, data integration, analytics, visualization, and reporting within margin services. The role uses platforms including tableau, alteryx, qliksense, instabase, and databricks, with working knowledge of python, java, or sql preferred.

Responsibilities

• Assist in designing analytics and reporting solutions
• Integrate data from multiple sources
• Support monthly testing cycles for account readiness
• Monitor metrics and prepare improvement recommendations
• Maintain governance and compliance controls
• Resolve data issues and optimize processes
• Test custodian and broker onboarding requirements