Data Operations Analyst

Corient; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Medical plan options

Employer-paid dental, vision, life and AD&D insurance

Paid maternity and parental leave

Training reimbursement

Volunteer days

Job summary

Corient seeks a data operations professional to manage data across enterprise platforms like Salesforce and Addepar. Ideal candidates will have 2-3+ years of experience in data science or analytics roles, preferably in financial services. Responsibilities include data integrity, M&A support, and documentation. The position requires working onsite four days a week, and offers benefits like a 401(k) plan, medical options, and paid parental leave.

Qualifications

• 2-3+ years of experience in data science or analytics roles.
• Background in financial services, consulting, or high-growth technology environments preferred.
• Distinguished academic track record in a quantitative discipline.

Responsibilities

• Data operation, maintenance, support, and oversight across key enterprise platforms.
• Quality assurance for critical data and data remediations.
• Data conversions and migrations for newly acquired firms.
• Documentation of policies, procedures, and process maps.

Skills

Data operations

Data management

SQL

DBT

Advanced Excel modeling

Analytical skills

Problem-solving

Critical thinking

Effective communication

Documentation

Education

Quantitative discipline degree

Tools

Salesforce

Addepar

Job description

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Key Responsibilities

• Data management: data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others.
• Data integrity: quality assurance for critical data (e.g., client structures, attributes, account feeds) and, where required, data remediations and support.
• M&A support: data conversions and migrations to integrate newly acquired firms into Corient.
• Documentation: robust documentation of policies, procedures, process maps, and supporting documents for client data updates where required (e.g., asset valuations).

Qualifications

• 2-3+ years of experience in data science or analytics roles.
• Background in financial services, consulting, or high-growth technology environments preferred.
• Distinguished academic track record in a quantitative discipline.

Skills and Competencies

• Experience in data operations, data management, or an equivalent role.
• Demonstrated familiarity with advanced data tooling (e.g., SQL, DBT), or a strong aptitude to ramp up quickly in these tools.
• Previous experience with platforms like Salesforce or Addepar, or a strong aptitude to ramp up quickly in these tools.
• Advanced Excel modeling skills preferred.
• Strong analytical, problem-solving, and critical‑thinking skills.
• Effective communication, both orally and in writing.
• Strong documentation and attention to detail.
• Ability to work independently and collaboratively in a fast‑paced, dynamic environment.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States and be a U.S. citizen or permanent resident.
• Proof of work authorization will be required during the hiring process.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, which require post‑employment obligations relating to non‑solicitation, confidentiality, and non‑disclosure.

What You Can Expect From Us

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by Corient.
• Employer‑paid dental, vision, life and AD&D insurance.
• Employer‑paid short‑term and long‑term disability.
• Paid maternity and parental leave.
• Flexible spending accounts and health savings accounts.
• Dependent care FSA.
• Commuter and transit FSA.
• Corporate discount program – Perkspot.
• Training reimbursement.
• Paid professional designations.
• Giving back to the community – volunteer days.

We are an equal‑opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.