• GTM - installing on websites and managing GTM for our clients • Google Analytics setup and conversion tracking (a thorough understanding of the platform working with service and e-commerce clients) • Facebook pixel and conversion tracking setup (a thorough understanding of Facebook business manager) • Reporting setup using Google data studio (connecting the data points and helping setup new clients onto reporting) • Basic admin and management of client reports (utilising our HubSpot platform to ensure reports are emailed out monthly)

• Architect the data foundation that powers strategic decisions across the organization. • Transform raw data into trusted, reusable data products using DBT and modern data tools. • Build the semantic layers that enable self-service analytics while maintaining data quality and governance. • Collaborate with stakeholders to deeply understand business domains, metrics, and analytical needs. • Design data structures that support both reporting and operational analytics. • Write clean, efficient, performant SQL for large-scale data processing in Snowflake. • Mentor junior engineers through code reviews and technical guidance.

SUMMARY The Senior Data Analytics Engineer is responsible for developing and maintaining analytical models, dashboards, and data products that surface meaningful intelligence across the organization. Additionally, this role partners closely with application development, data engineering, and business teams to deliver scalable, well-governed analytics solutions aligned with regulatory and client requirements in the financial services industry. TECHNOLOGY STACK - Snowflake Data Cloud. - Microsoft SQL Server and advanced SQL. - Power BI (report development, data modeling, and deployment). - ETL/ELT frameworks and data pipelines. - Microsoft Azure. - Data governance, security, and access control tooling. KEY ACCOUNTABILITIES - Designs, develops, and maintains Power BI reports, dashboards, and semantic data models that support operational and executive decision-making. - Builds and maintains statistical models, trend analyses, and forecasting tools to support fund administration workflows and client reporting. - Ensures data accuracy, consistency, and integrity across reporting outputs by partnering with governance and quality initiatives. - Documents analytical methodologies, data definitions, report logic, and model assumptions to support transparency and auditability. - Monitors and optimizes Power BI and Snowflake query performance to ensure efficient, reliable report delivery. - Stays current with emerging trends and capabilities in data science, analytics engineering, and business intelligence tooling. WORKING RELATIONSHIPS - Provides analytical guidance and mentorship to internal teams consuming data products. - Partners with business stakeholders to gather requirements, defines KPIs, and translates analytical needs into scalable data products. - Collaborates with technology team members to influence the design of data pipelines and structures that support analytics and reporting use cases. - Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used. May perform other duties as required and assigned. EDUCATION AND EXPERIENCE - 3+ years of experience in data science, analytics engineering, or business intelligence, with strong hands‑on development and deployment of Power BI reports and data models in production environments. - Experience querying and working with data in Snowflake or similar cloud data platforms, along with Power BI Service administration, low‑level security, and enterprise‑scale deployment. - Financial services experience, ideally supporting fund administration or asset management platforms. KNOWLEDGE - ETL/ELT tools and modern data engineering frameworks. - Regulatory and compliance considerations related to financial data. - Statistical analysis, data wrangling, and exploratory data analysis techniques. - Machine learning or predictive modeling techniques applied to business use cases. - Microsoft Office Suite. - Adobe Acrobat. SKILLS AND ABILITIES - Excellent analytical, troubleshooting, and communication skills, with the ability to present findings clearly to both technical and non-technical audiences. - Strong attention to data accuracy, with experience implementing data validation and quality checks. - contributing to or defining enterprise analytics standards and data strategy. - Aligns associates with company values and goals. - Plans and delegates the work of others. - Motivates and inspires others. - Assesses the performance of self and associates to make improvements or take corrective action. - Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures. - Troubleshoots issues utilizing creative and critical thinking skills. - Multitasking, analytical, and organizational skills. - Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness. - Demonstrates personal integrity, responsibility, and accountability. - Effectively uses resources such as time and information in conjunction with associates. - Participates in solving problems and making decisions. - Presents and expresses ideas and information, written and oral, clearly, and concisely. - Actively listens to others to achieve understanding and supports an open exchange of ideas and information. - Identifies needs, arranges for, and obtains resources to accomplish individual and department goals. - Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations. - Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion. Equivalent education, experience, and KSA’s will be considered. Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Octus Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets. For more information, visit: https://octus.com/ Working at Octus Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, pet-friendly offices (US only), and much more. Role The RoleOctus' Business Intelligence team is seeking a Senior Analytics Engineer to help unlock the power of data-driven decision-making across the business. In this role, you will take ownership of our dbt models and Snowflake data warehouse, ensuring the reliability, scalability, and performance of the data infrastructure that shapes company strategy. You'll serve as a critical bridge between our data engineering and analytics teams, translating complex business requirements into clean, well-documented data models that analysts and stakeholders can trust. Responsibilities - Develop a deep understanding of our data tech stack, key data sources, and business domain to become a go-to resource for data questions across the organization - Own and evolve our dbt project — improving model structure, documentation, testing coverage, and overall warehouse architecture - Write performant, scalable SQL that integrates complex data from multiple sources into reliable tables and views that power critical business decisions - Monitor and optimize Snowflake costs through query optimization, warehouse tuning, clustering strategies, and proactive recommendations - Partner with analysts, data scientists, and business stakeholders to translate business requirements into well-modeled, reusable data assets - Establish and enforce best practices for data modeling, code review, testing, and documentation across the BI team - Identify and resolve data quality issues, building robust testing frameworks to ensure data accuracy and consistency - Contribute to the roadmap for our data platform, evaluating new tools and technologies as the business scales Requirements - 8+ years of experience in data analytics, analytics engineering, or data engineering - Expert-level SQL skills with proven ability to model complex, high-volume datasets in a cloud data warehouse (Snowflake strongly preferred) - Hands-on experience with dbt (Core or Cloud), including advanced features such as macros, tests, snapshots, and incremental models - Familiarity with data visualization and BI tools such as Sigma, Tableau, or Power BI - Experience with Python for data transformation, scripting, or pipeline work is a plus - Background in financial data, pipeline modeling, or SaaS/fintech analytics strongly preferred - Strong analytical thinking and attention to detail — you can trace a data problem from a dashboard all the way back to source systems - Excellent communication skills with the ability to explain technical concepts to non-technical stakeholders and translate business needs into data solutions - Comfortable working autonomously in a fast-paced, remote-first environment while collaborating closely with cross-functional teams - US-based; ability to work from our New York office is a plus Equal Employment Opportunity Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.