Data Operations Analyst — WealthTech & Analytics

CI Financial; Miami (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan

Medical Plan

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient seeks a data-focused professional to manage data operations, oversee data integrity, and support M&A integrations within a leading wealth-management platform. You will work across Salesforce, Addepar, Vestmark, and related systems to ensure accurate client data, authoritative processes, and thorough documentation.

Ideal candidates have 2–3+ years in data analytics or data science, a finance/consulting background, and strong SQL/Excel capabilities, with the ability to work independently

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 quantitative discipline.

Responsibilities

• Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others
• Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support.
• Data conversions and migrations to integrate newly acquired firms into Corient.
• Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations).

Skills

Data operations

SQL

DBT

Salesforce

Addepar

Excel modeling

Analytical thinking

Communication

Education

Quantitative discipline

Tools

Salesforce

Addepar

Vestmark

DBT

SQL

Job description

Corient seeks a data-focused professional to manage data operations, oversee data integrity, and support M&A integrations within a leading wealth-management platform. You will work across Salesforce, Addepar, Vestmark, and related systems to ensure accurate client data, authoritative processes, and thorough documentation.

Ideal candidates have 2–3+ years in data analytics or data science, a finance/consulting background, and strong SQL/Excel capabilities, with the ability to work independently