BI & Data Governance Analyst

A great Business Intelligence and Data Governance Analyst is part data steward, part analyst, and part detective. They transform data into insight — building the dashboards, reporting, and analysis that guide management decisions — while keeping every dashboard refreshing on schedule and translating user feedback into clear, actionable visuals. They relentlessly pursue clean data, identifying and remediating orphaned, incomplete, and inaccurate records before they undermine reporting, and they apply AI to automate the manual, repetitive work of reporting and data governance. They partner closely with Professional services, Engineering, project teams, and platform owners to establish governance standards and make trusted data the default across the organization.

Ensure all production Power BI dashboards and their underlying datasets refresh successfully every day, proactively monitoring, troubleshooting, and resolving refresh failures to minimize reporting downtime.

Manage Power BI datasets, data sources, gateways, and scheduled refreshes, optimizing data models for performance, reliability, and scalability.

Gather and act on user feedback, making timely adjustments and enhancements to existing dashboards — visuals, measures, filters, and layouts — to improve usability and decision-making.

Design and build new dashboards, reports, and visualizations that transform data into actionable insights and drive timely, data-driven management decisions.

Partner with leadership across both business lines to define the metrics and KPIs that matter most, delivering the analysis and insights that inform strategic and operational management decisions.

Establish and maintain data governance standards, policies, and procedures that ensure data entered in Jira, Tempo, Salesforce and other primary platforms used across InvestCloud are clean, complete, consistent, and aligned to defined conventions and provide a single source of record across the firm.