Sr Associate, Data Analytics - United Income

Sr Associate, Data Analytics - United Income

20 Sep 2024
District of Columbia, Washington 00000 Washington USA

Sr Associate, Data Analytics - United Income

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1660 L Street NW (19006), United States of America, Washington, District of ColumbiaAt Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.Sr Associate, Data Analytics - United IncomeWant to work with a well-funded, ambitious fintech team working to transform the future of helping people realize more of their financial potential? As one of the fastest growth wealth management firms in the country, we’re expanding quickly and are now looking for a Data Scientist to help organize our data, uncover insights, and conduct research.The ideal candidate is highly organized, detail-oriented, enjoys gleaning information from data, and is excited to work in the wealth management industry. Prior experience working with large datasets and writing SQL code is very helpful. The Data Scientist will work across business units and will report to the Head of Investments.The Profile We’re Looking ForCandidates should be skilled at analyzing, managing, and interpreting data, specifically related to financial services and investing. In addition to managing our data and reporting, the candidate will be conducting research in a variety of topics to support our wealth managers, investment team, and business development team. The candidate will:

Help develop and manage standardized reporting for business units across wealth management

Write original code in python, SQL, and R to aid in data analysis

Work with the Investments team to conduct research for white papers and articles

Collaborate with the engineering team to help automate our reporting process

Uncover insights about our clients from data stored in Salesforce, SQL, and Orion

Help wealth managers report on engagement, investment, and planning metrics

Prepare reports and materials for investment committee meetings

Produce analysis for executive-level briefings

Basic Qualifications:

Bachelor's Degree

At least 1 year of experience in at least one scripting language

At least 1 year of experience in querying and analyzing and working with data languages and platforms

Preferred Qualifications:

2+ years of professional wok experience, preferably in financial services or consulting

Ability to learn business processes and understand the role data and analytics plays in supporting the business

Exceptional written and verbal communication skills, including simplifying complex analytics

Demonstrated experience conducting academic-quality research and summarizing findings into actionable next steps

Self-motivated, able to be hands-on when analyzing, interpreting, and deriving insights

SQL experience, writing and editing queries

Salesforce experience preferred

Orion experience preferred

Very high attention to detail

Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.

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