Associate at Ahara Advisors

joinhandshake.com - Jobboard; California (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with generous matching

Support for flexible and remote work

Daily lunch stipend

Sponsorship for professional development

Job summary

A modern wealth management firm is seeking an Associate to manage data workflows and produce client reports. The ideal candidate should have strong analytical skills, be detail-oriented, and possess an interest in finance. Responsibilities include overseeing investment data integrity, reporting, and collaborating with senior team members. The firm offers competitive compensation, mentorship, and benefits including medical coverage and 401(k) matching.

Qualifications

• Strong analytical and problem-solving skills, with obsessive attention to detail.
• Comfort working with data, including experience with Excel, Python, or SQL tools.
• Excellent organization and follow-through.

Responsibilities

• Oversee the integrity and accuracy of client investment data.
• Produce client reports and investment reviews.
• Identify and implement opportunities to streamline workflows.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Data management

Communication skills

Education

Background in math, economics, business, finance, computer science, engineering, or social sciences

Tools

Excel

Python

SQL

Job description

Overview

Ahara Advisors is a modern wealth management firm serving ambitious families across the United States. We combine deep investment expertise with sophisticated technology to help clients make better financial decisions — across portfolios, taxes, and estate planning.

Since launching in 2021, families have entrusted Ahara to advise on ~$700 million of their assets. We are now looking to expand our team with an exceptional Associate who thrives at the intersection of data, finance, and client service.

The Opportunity

We’re looking for a hands-on, analytical professional to join our small but high-performing team.

You’ll take ownership of complex data workflows that drive our investment analytics, portfolio reporting, and client transparency — helping free up senior team members to focus on strategy and client relationships.

This is an opportunity to build a unique blend of skills across data operations, investment analysis, and client communication — while working directly with the senior members of our team.

What You’ll Do

• Data Management & Quality: Oversee the integrity and accuracy of client investment data from multiple custodians and systems (Addepar, Arch, SQL Server, etc.). Develop a deep understanding of how portfolios, transactions, and performance metrics flow through our systems.
• Reporting & Analysis: Produce client reports, quarterly investment reviews, and ad-hoc analyses — ensuring consistency, clarity, and insight.
• Automation & Process Improvement: Identify and implement opportunities to streamline workflows and enhance data accuracy through smarter use of software tools and scripting.
• Cross-Team Collaboration: Partner with senior advisors and operations staff to ensure seamless client experiences and timely delivery of insights.
• Professional Growth: Learn how to interpret data in a wealth management context — from asset allocation and performance attribution to estate planning and tax optimization.

What We’re Looking For

• Strong analytical and problem-solving skills, with obsessive attention to detail.
• Comfort working with data — including Excel, Python, SQL, or similar tools (experience in any is a plus, but not required).
• Excellent organization and follow-through — you take ownership and finish what you start.
• Ability to learn new software systems quickly.
• Clear written and verbal communication skills; you can explain complex ideas simply.
• A growth mindset and comfort working in a fast-paced, entrepreneurial setting.

Backgrounds that fit well: math, economics, business, finance, computer science, engineering, or the physical/social sciences.

Why Join Ahara

• Meaningful impact and early responsibility in an ambitious and fast growing firm.
• Direct mentorship from experienced investment professionals.
• Exposure to cutting-edge wealth management technology and strategy.
• Competitive compensation and robust benefits:
  • Medical, dental, and vision coverage
  • 401(k) with generous matching
  • Support for flexible and remote work
  • Daily lunch stipend
  • Sponsorship for professional development (e.g., CFA exams)