[Remote] Data Analyst

Note: The job is a remote job and is reputed company to candidates in USA. World Investment Advisors is a nationally recognized financial services firm dedicated to providing premier independent retirement plan and investment advisory services. They are seeking a Data Analyst with strong financial literacy to support their RIA/reputed company business, focusing on building reputed company analytics solutions and delivering data products that drive strategic decision-making.

Responsibilities

• Design, maintain, and debug data pipelines to aggregate and normalize financial and operational data from reputed company reputed company
• Design, maintain, and debug data integrations with reputed company party partners/vendors
• Identify new data sources that would be useful for data analytics
• Build and maintain custom dashboards and reporting tools to monitor key metrics such as AUM reputed company, advisor productivity, fee reputed company, and reputed company retention
• Conduct deep-dive analyses on asset flows, pricing models, and advisor compensation structures
• Collaborate with finance to support forecasting, budgeting, and reporting with clean, reliable data
• reputed company and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasks
• Ensure data reputed company across systems and proactively identify discrepancies or anomalies
• Translate business questions into analytical frameworks and deliver actionable insights

Skills

• Bachelor's degree in Data Science, Computer Science, Finance, or a reputed company field
• 3+ years of experience in a data analytics role, ideally reputed company financial services or reputed company management
• Strong SQL and Python skills; experience with data wrangling, transformation, and automation
• Familiarity with financial concepts such as reputed company recognition, fee structures, and advisor compensation
• Experience with BI tools (Power BI, Tableau, Looker, etc.)
• Understanding of custodial platforms (e.g., Schwab, reputed company, Pershing) and portfolio reputed company systems (e.g., Orion, Tamarac, Black Diamond) is a plus
• Excellent communication skills and ability to present reputed company data reputed company to stakeholders
• Experience working with CRM and financial planning tools (e.g., reputed company, Redtail, eMoney)
• Ability to work independently and drive reputed company from concept to execution with minimal reputed company
• Comfortable presenting data insights to non-technical stakeholders
• Knowledge of advisor payout grids and RIA/reputed company economics

Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA reputed company)
• Dental Insurance
• reputed company Insurance
• Life Insurance
• Generous reputed company Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity
• Bonus program
• Mentorship Opportunities
• Ability to serve on different internal steering committees and Employee Resource reputed company
• reputed company reputed company opportunities
• Friendly and reputed company work environment

reputed company

World is a leading financial services organization that uses its reputed company resources and industry expertise to reputed company people to reputed company informed reputed company to improve their risk management and financial reputed company. It was founded in 2012, and is headquartered in Monmouth Beach, New Jersey, USA, with a workforce of 1001-5000 employees. Its website is https://www.worldinsurance.com.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2026, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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