[Remote] Senior Business Intelligence Analyst at Arta Finance

United States

Apply Now

$150,000 – $180,000Compensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, BiotechnologyIndustries

Requirements

Candidates should have 4+ years of experience in an analytical role, including building reports, dashboards, and data models, with product analytics experience being a plus. A minimum of 2 years working with dbt, including model design, testing, and documentation, is required. Experience in regulated finance, such as banking, insurance, asset management, or consumer lending, is also necessary. The role demands expertise in SQL with a proven history of creating accurate and performant queries, and experience with data warehouses like Snowflake, Databricks, Synapse, or BigQuery. Demonstrated ability to enable self-service for non-technical teams through templates, documentation, and training, along with strong communication skills and experience working directly with stakeholders, are essential. Curiosity about applying AI tools to accelerate analytics tasks is also valued.

Responsibilities

The Senior Business Intelligence Analyst will be responsible for building dbt models and SQL datasets to analyze product usage, funnels, cohorts, and customer journeys. This role involves establishing relationships with Product and Compliance stakeholders to understand their needs and pain points, and creating parameterized SQL templates and a reusable code library for the Compliance team, including documentation and training. The analyst will add tests and checks to ensure data accuracy, surface exceptions, edge cases, and anomalies, and coordinate with Product, Compliance, and Engineering teams on instrumentation, access controls, and report modifications. Additionally, the analyst will expand documentation and guides for data models and common queries, and serve as a hands-on resource for SQL and visualization across the organization.

Skills

dbt

SQL

data modeling

feature usage analysis

onboarding funnel analysis

customer journey analysis

data visualization

code libraries

data quality

data governance

ETL

data warehousing

Arta Finance

Provides personalized investment strategies and services

About Arta Finance

Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.

Mountain View, CaliforniaHeadquarters

2021Year Founded

$87.5MTotal Funding

SERIES_ACompany Stage

Financial ServicesIndustries

51-200Employees

Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Risks

Increased competition from other AI-driven wealth management platforms could dilute market share.

Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.

Partnerships with large entities like Google Cloud may lead to dependency risks.

Differentiation

Arta Finance democratizes wealth management using AI, making it accessible to more people.

The company offers personalized investment strategies tailored to individual client needs.

Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.

Upsides

AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.

The demand for digital wealth management platforms is projected to grow significantly by 2030.

Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.

Land your dream remote job 3x faster with AI

Try Jobo Free