Data Analyst Details

VectorGlobal WMG - Miami Springs, FL

Employment Type : Full-Time

Data Analyst

VectorGlobal WMG | Full-Time | [Location/Remote]

About VectorGlobal WMG

VectorGlobal WMG is a global wealth management and financial advisory firm delivering strategic investment solutions to institutional and individual clients worldwide.

Role Summary

We are looking for a driven Data Analyst to transform complex financial and operational data into actionable insights that support decision-making across our advisory, compliance, and investment teams.

Key Responsibilities
  • Collect, clean, and analyze large datasets from internal financial systems and external market sources
  • Build dashboards, reports, and visualizations to communicate trends and performance metrics
  • Support portfolio analysis, client reporting, and business intelligence initiatives
  • Identify data quality issues and work with operations teams to resolve them
  • Collaborate with stakeholders to define KPIs and translate business questions into analytical frameworks
  • Automate recurring reports to improve efficiency across departments
  • Assist in developing predictive models to support investment and growth strategies
Requirements
  • Bachelor's degree in Finance, Economics, Statistics, Computer Science, or a related field
  • 2+ years of experience in a data analyst role, preferably in financial services
  • Proficient in SQL, Excel, and at least one BI tool (Power BI, Tableau, or similar)
  • Experience with Python or R for data analysis is a strong plus
  • Solid understanding of financial products, wealth management, or investment concepts
  • Strong analytical thinking with excellent attention to detail
  • Ability to present findings clearly to both technical and non-technical audiences
What We Offer
  • Competitive salary and performance-based bonuses
  • Exposure to global markets and high-value client portfolios
  • Access to cutting-edge financial data tools and platforms
  • Clear career growth path within a dynamic, international firm
  • Collaborative culture that values data-driven decision-making

VectorGlobal WMG is an equal opportunity employer.

Posted on : 6 months ago