Technical Product Analyst
Utilizes programming and internal tools to re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow.
May provide consultation to internal/external users, teams, decision makers.
Can leverage systems and technologies including:
- Data Normalization Tools – Curator, Prometheus, etc.
- Data Transmission Tools – Phoebe, SQL
- Data Reporting Tools – SQL, Data Layer, Statements, Taskmaster
- Data Processing Tools – VBA, Python, UI Path
Functional Knowledge and Contribution
- Learns to use professional concepts and available resources. ie: Clearwater Way, Outlook, Clearwater network, etc
- Applies company policies and procedures to resolve routine issues.
- Performance is measured by quantity and quality of work.
- A moderately experienced professional with a full understanding of an area of specialization in data sets; resolving a wide range of issues in creative ways.
- Has a basic understanding of time value of money and other foundational concepts, or at least general business knowledge/coursework.
- Identifies opportunities for improvement and spearheads solutions within role/team. Can demonstrate measurable process/automation improvements quarter over quarter.
- They add value through quick, accurate, and thorough responses to inquiries and addressing errors. Acknowledgement of inquiries should come within an hour.
- Beginner level SQL – runs pre-built queries, general understanding of SQL fundamentals (modify selects and where clauses)
- Intermediate level Scripting – Ability to generate organic code (loops, custom functions, string manipulation)
- General Intermediate Technical Skills in other software applications.
- Can understand and explain the difference between a bond and a stock and expresses a basic understanding of the security types most commonly held by the clients they are assigned.
- Normally follows established procedures on routine work, requires instructions on new issues.
- Learns from mistakes – does not make the same mistake twice.