Capital Markets Data Associate
Job Description
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.
The Capital Markets Data Associate will support the ownership of data and financial reporting leveraged by Capital Markets. This includes working with data sources throughout the bank, identifying critical elements within these sources, transforming the data into usable formats, and loading the data into various reporting platforms.
Job Responsibilities:
Identify, transform, and load data sources from multiple bank subsystems into Power BI workspaces.
Ensure the integrity of Capital Markets data sources and integrate with other data sources.
Develop, maintain, and verify Power BI datasets for Capital Markets.
Prepare weekly, monthly, and quarterly reports using Power BI, and Power BI embedded in PowerPoint and Excel.
Interact with the entire Capital Markets team as well as counterparts throughout the bank.
Develop and maintain reports that capture key performance indicators and key risk metrics.
Validate data received in multiple formats to ensure data quality, integrity, and completeness for accurate reporting.
Discuss patterns/trends, root causes, and recommended actions resulting from data analysis and use tools such as Power BI datasets and dataflows, Power Query, Snowflake, Microsoft Teams, SQL, SharePoint, Python, R, Excel, PowerPoint, HTML, and statistical tools.
Minimum Qualifications:
Must have a Bachelor's degree in accounting or finance or data science or in Computer Science, Management Information Systems, or equivalent amount of education and/or directly related work experience
A minimum of 2 years' experience related to accounting or finance or data science, preferably in a banking, financial services, or technology industry.
Experience utilizing Microsoft Power Platform; familiarity with SQL, Oracle, FIS, Redpoint a plus.
Proficiency in Microsoft Excel, Word, and PowerPoint.
Familiarity with US GAAP is preferred.
Must have the ability to successfully work under the pressure of strict deadlines.
Must have strong verbal and written communications skills.
Must thrives in dynamic, energetic, and driven environments.
Must have proven ability to build and maintain strong relationships.
Must have the ability to work overtime as needed during peak reporting periods.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Apply Now
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.
The Capital Markets Data Associate will support the ownership of data and financial reporting leveraged by Capital Markets. This includes working with data sources throughout the bank, identifying critical elements within these sources, transforming the data into usable formats, and loading the data into various reporting platforms.
Job Responsibilities:
Identify, transform, and load data sources from multiple bank subsystems into Power BI workspaces.
Ensure the integrity of Capital Markets data sources and integrate with other data sources.
Develop, maintain, and verify Power BI datasets for Capital Markets.
Prepare weekly, monthly, and quarterly reports using Power BI, and Power BI embedded in PowerPoint and Excel.
Interact with the entire Capital Markets team as well as counterparts throughout the bank.
Develop and maintain reports that capture key performance indicators and key risk metrics.
Validate data received in multiple formats to ensure data quality, integrity, and completeness for accurate reporting.
Discuss patterns/trends, root causes, and recommended actions resulting from data analysis and use tools such as Power BI datasets and dataflows, Power Query, Snowflake, Microsoft Teams, SQL, SharePoint, Python, R, Excel, PowerPoint, HTML, and statistical tools.
Minimum Qualifications:
Must have a Bachelor's degree in accounting or finance or data science or in Computer Science, Management Information Systems, or equivalent amount of education and/or directly related work experience
A minimum of 2 years' experience related to accounting or finance or data science, preferably in a banking, financial services, or technology industry.
Experience utilizing Microsoft Power Platform; familiarity with SQL, Oracle, FIS, Redpoint a plus.
Proficiency in Microsoft Excel, Word, and PowerPoint.
Familiarity with US GAAP is preferred.
Must have the ability to successfully work under the pressure of strict deadlines.
Must have strong verbal and written communications skills.
Must thrives in dynamic, energetic, and driven environments.
Must have proven ability to build and maintain strong relationships.
Must have the ability to work overtime as needed during peak reporting periods.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Apply Now