[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 independent retirement plan and investment advisory services. They are seeking a data analyst with strong financial literacy to support their RIA/reputed company business by working with large datasets and building reputed company analytics solutions to drive financial and operational performance.
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
- 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