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Envestnet UMP Data Analyst; Cleveland, OH

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: ESR Healthcare
Full Time position
Listed on 2026-01-03
Job specializations:
  • IT/Tech
    Data Analyst, Data Science Manager
Job Description & How to Apply Below
Position: Envestnet UMP Data Analyst (3355-1) Cleveland, OH

Envestnet UMP Data Analyst (3355-1) Cleveland, OH

Strong experience in handling flat files and APIs, with proficiency in BI tools like Tableau or Power

BI, and at least 3 years of relevant experience. Proficiency in SQL, Excel, and BI tools is required, with additional scripting skills in Python or R considered a plus.

Note: When posting this job on a job board, do not include the company name or salary information.

Experience level: Mid-senior

Experience required: 10 Years

Education level: Bachelor's degree

Job function: Information Technology

Industry: Information Technology and Services

Pay rate: View hourly pay rate

Total position: 1

Relocation assistance: No

Visa sponsorship eligibility: No

Job Summary

The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.

This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.

Responsibilities include:

  • Analyzing, cleaning, and interpreting large datasets from the Envestnet UMP platform, including client, advisor, and CRM data.
  • Developing and maintaining dashboards and reports using BI tools like Tableau or Power

    BI to track performance metrics across various data sources.
  • Translating data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
  • Collaborating with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
  • Ensuring data accuracy and integrity through quality checks and governance protocols.
  • Qualifications include a relevant bachelor’s degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.

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