Associate Business Intelligence Analyst

About the Role

Savant Wealth Management is seeking an Associate Business Intelligence Analyst to join their growing Business Intelligence team. This is an early-career opportunity focused on transforming data into actionable insights. The role involves supporting reporting, dashboarding, data validation, and analytics while collaborating with various teams and building skills for future growth.

Key Responsibilities

• Assist in developing and supporting Power BI dashboards, reports, datasets, and analytics deliverables.
• Analyze and interpret financial services and wealth management data to support strategic, financial, and operational decisions.
• Partner with internal departments, business stakeholders, technology teams, and analytics partners to support BI solutions.
• Support project-based analytics by gathering requirements, defining scope, tracking timelines, and ensuring deliverables meet business needs.
• Conduct ad-hoc analysis, validate data, audit report outputs, and troubleshoot data quality issues.
• Maintain documentation for validation procedures, audit results, reporting standards, and data quality items.
• Identify opportunities for efficiency improvements through automation, AI-assisted analytics, and modern BI tools.

Requirements & Tech Stack

• Foundational knowledge of business intelligence, data analytics, or analytics engineering.
• Hands-on experience or demonstrated exposure to Power BI, Microsoft Azure, and Microsoft Fabric through coursework, internships, projects, or professional experience.
• Working knowledge of SQL.
• Familiarity with data warehouses, data lake environments, or similar analytics platforms.
• Proficiency with the Microsoft Office suite, particularly Excel.
• Strong analytical and problem-solving skills.
• Ability to interpret data and communicate insights clearly to technical and nontechnical audiences.
• Ability to collaborate across teams, manage multiple priorities, and work effectively in a project-based environment.
• Curiosity and eagerness to learn, with an interest in building technical expertise in business intelligence and emerging technologies.

Preferred Qualifications

• Basic familiarity with responsible AI use, including prompting, data privacy, security, and AI governance.
• Experience or interest in working with remote or offshore analytics teams.
• Exposure to regulated, audit-sensitive, or compliance-driven environments.

Qualifications

• Bachelor’s degree in Analytics, Data Science, Computer and Information Science, Business Analytics, or a related field. Equivalent education and relevant experience will be considered.
• Early-career candidates and recent college graduates are encouraged to apply; relevant experience may include internships, academic projects, or professional experience.