FinPath Data AnalystAustin, TX

Position Summary:

HUB Retirement and Private Wealth is seeking a skilled and detail-oriented Data Analyst to join our FinPath financial wellness team. As a Data Analyst, you will play a crucial role in extracting valuable insights from complex datasets to inform strategic decision-making and drive business growth. You will collaborate closely with cross-functional teams to analyze data, identify trends, and present actionable recommendations. The ideal candidate possesses strong analytical skills, proficiency in data manipulation tools, and a passion for leveraging data to solve business challenges.

Duties and Responsibilities:

  • Data Collection and Cleaning: Collect, clean, and preprocess data from various sources to ensure accuracy and consistency.

  • Data Analysis: Conduct exploratory data analysis to uncover trends, patterns, and correlations within the data.

  • Statistical Modeling: Develop and apply statistical models to analyze data and make predictions or forecasts.

  • Data Visualization: Create clear and insightful data visualizations, dashboards, and reports to communicate findings to stakeholders.

  • Business Insights: Interpret data findings and provide actionable insights to support decision-making across the organization.

  • Performance Tracking: Monitor key performance indicators (KPIs) and metrics to track business performance and identify areas for improvement.

  • Data Governance: Ensure data integrity and security by adhering to best practices in data management and compliance with regulatory requirements.

  • Continuous Improvement: Stay updated on industry trends and best practices in data analysis and continuously seek opportunities to enhance analytical capabilities within the organization.

Education and Experience:

  • Bachelor’s degree in Computer Science, Statistics, Mathematics, Economics, or a related field. Advanced degree or relevant certifications (e.g., Data Science, Business Analytics) is a plus.

  • Proven experience as a Data Analyst or in a similar role, with a strong track record of data analysis and interpretation.

  • Proficiency in data manipulation and analysis tools such as SQL, Python, R, or similar languages.

  • Experience working with data visualization tools such as Tableau, Power BI, or matplotlib.

  • Solid understanding of statistical concepts and techniques, including hypothesis testing, regression analysis, and predictive modeling.

  • Strong problem-solving skills and attention to detail, with the ability to translate business requirements into actionable insights.

  • Excellent communication skills, with the ability to effectively communicate complex technical concepts to non-technical stakeholders.

  • Ability to work both independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines effectively.

Hours of Work:

Monday – Friday 8:00 am – 5:00pm with the schedule varying as program requirements dictate. This position does include travel to local office and industry events. Some early morning, evening and weekend work will potentially occur if requested by those who need support.

Hybrid office/home work environment

Company Description

Trusted Capital Group (TCG) is a full-service financial services company located in Austin, Texas. We are a highly committed, national financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the Best and Most Competent Professional Team. In 2018, TCG launched FinPath , a cutting-edge financial wellness platform designed to educate and engage employees. FinPath is an essential component of the TCG client experience.

TCG was acquired by HUB International in 2021. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

We are the perfect fit if you:

  • have a desire to help others protect their future

  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • are focused on learning and development to enhance your industry knowledge and expertise

  • are a self-starter willing to invest time and energy to learn the technical aspects of our business

  • believe in integrity and building success by developing relationships with others

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

The expected pay range for this position is $85,000 to $100,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Department Information Technology

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.