Business Intelligence Analyst (Miami)Ascendo Resources • Miami, FL, United States
Business Intelligence Analyst (Miami)
Ascendo Resources • Miami, FL, United States
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionExperience in a broker-dealer, RIA, or custodial platform required Hands-on experience with Pershing NetX360 / NetX360+ data exports and reporting packages Strong Power BI experience (dashboards, DAX, data modeling) Strong SQL skills for data extraction and transformation Understanding of brokerage operations, trading workflows, and custodial data Highly analytical with strong attention to detail Bachelors degree in Finance, Analytics, MIS, Computer Science, or related field preferred
Seeking a Business Intelligence Analyst to join our Broker Dealer client,
This role will help the firm transform data into actionable insights, build dashboards, and support key decisions across operations, compliance, trading, and senior leadership.
We are looking for someone with strong experience working with Pershing NetX360 data and advanced Power BI / SQL skills.
Responsibilities
- Extract, analyze, and model data from Pershing NetX360 / NetX360+
- Build and maintain Power BI dashboards and visualizations for leadership, advisors, and operations
- Develop SQL queries, datasets, and reporting structures to improve data accuracy and efficiency
- Create client-facing and advisor-facing reports, including performance dashboards and business metrics
- Partner with operations, compliance, finance, and IT to automate reporting and enhance data governance
- Validate data quality across custodial feeds and internal systems
- Assist with BI strategy, system integrations, and data-related projects as the firm grows
Qualifications
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