Data Analyst — Wealth Analytics (Hybrid)

Cleartech Recruiting; Austin (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) with employer matching

Full medical, dental, vision, life and

Disability insurance

Paid maternity and parental leave

Training reimbursement & professional

Hybrid schedule

Job summary

Cleartech Recruiting is partnering with a fast-growing wealth management firm to hire a Data Analyst. You will deliver data solutions, dashboards and analytics that drive decision-making across the organization.

This hybrid role is based in Miami, FL or Austin, TX, with four days onsite. You’ll develop analytics solutions, validate data quality, handle ad-hoc requests, and document data sources and lineage for enterprise analytics.

Qualifications

• 2–3+ years of experience in data analytics or data science.
• Proficiency in SQL, DBT, and Tableau.
• Strong data modeling and data quality framework experience.
• Advanced Excel modeling skills.
• Background in financial services, consulting, or high-growth tech preferred.
• Strong academic track record in a quantitative discipline.
• Excellent communication skills and strong attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Developing and maintaining data analytics solutions, dashboards, and recurring reports for key business stakeholders
• Implementing data validations to ensure integrity and accuracy of all data outputs
• Handling ad-hoc analysis requests with clear, actionable insights
• Translating stakeholder needs into clear data specifications and acting as a senior subject matter expert for enterprise analytics
• Maintaining thorough documentation of data sources, logic, transformations, and lineage

Skills

SQL

DBT

Tableau

Advanced Excel modeling

Financial services background

Data modeling

Data quality framework

Communication skills

Education

Bachelor's degree in a quantitative field

Job description

Cleartech Recruiting is partnering with a fast-growing wealth management firm to hire a Data Analyst. You will deliver data solutions, dashboards and analytics that drive decision-making across the organization.

This hybrid role is based in Miami, FL or Austin, TX, with four days onsite. You’ll develop analytics solutions, validate data quality, handle ad-hoc requests, and document data sources and lineage for enterprise analytics.