Data Operations & Analytics Associate

AlTi Tiedemann Global; Manhasset (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global is seeking a Data Operations and Reporting Associate in New York to support the Data Operations function, ensuring data integrity and accurate reporting. You will help map data flows and improve access while working with cross-functional teams in Operations, Technology and Platform.

The role emphasizes SOX compliance, data governance, and building a single source of truth. Strong analytical skills, attention to detail, and a drive to automate data processes are valued; some

Qualifications

• Bachelor’s Degree in a relevant field.
• 1–6 years’ experience within wealth management, financial services, operations, or data-related roles.
• Experience with Addepar systems relating to performance reporting and client relationship management.
• Understanding of data governance and data quality management principles.
• Ability to manage priorities in a fast-paced, evolving environment.
• Strong written and verbal communication skills and ability to work cross-functionally.
• Advanced Microsoft Office skills with a heavy emphasis on Excel and PowerPoint.
• Solutions-oriented mindset with a focus on process improvement and automation.

Responsibilities

• Support the implementation and day-to-day execution of the Data Operations function to ensure data integrity, reporting accuracy, and operational efficiency.
• Assist in monitoring and resolving data integrity issues, including escalation items for advisors and clients.
• Identify opportunities to automate data processes and reduce manual workflows across the business.
• Partner cross-functionally with Operations, Technology and Platform teams to improve data workflows and user experience.
• Contribute to the development of a center of excellence for reporting, modeling, and analytics.
• Support data governance, security, and control frameworks to ensure high data quality standards.
• Assist in new product development initiatives and evaluation of tools or technologies to improve reporting and data access.
• Prepare materials and analysis using Microsoft Excel and PowerPoint to support internal and client-facing initiatives.

Skills

Analytical skills

Addepar experience

Excel

PowerPoint

Cross-functional collaboration

Written and verbal communication

Education

Bachelor’s Degree

Tools

Addepar

Job description

AlTi Tiedemann Global is seeking a Data Operations and Reporting Associate in New York to support the Data Operations function, ensuring data integrity and accurate reporting. You will help map data flows and improve access while working with cross-functional teams in Operations, Technology and Platform.

The role emphasizes SOX compliance, data governance, and building a single source of truth. Strong analytical skills, attention to detail, and a drive to automate data processes are valued; some