Data Ops & Reporting Analyst (New York)

AlTi Global, Inc.; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

AlTi Global, Inc. is seeking a Data Operations and Reporting Associate in New York to join the Client Operations team. The role focuses on how data is captured, maintained, and made accessible while supporting governance and SOX compliance. Based in New York with periodic travel to Delaware.

You will work to map and optimize dataflows, deliver insights from data, and maintain data quality as part of a global growth initiative.

Qualifications

• Bachelor's Degree required.
• 1-6 years' experience in wealth management, financial services, operations, or data roles.
• Strong analytical skills with high attention to detail.
• Experience with Addepar systems for performance reporting and CRM.
• Knowledge of data governance and data quality management.
• Able to manage priorities in a fast-paced environment.
• Excellent written and verbal communication; cross-functional teamwork.
• Advanced MS Office, especially Excel and PowerPoint.
• Process improvement and automation mindset.

Responsibilities

• Support the Data Operations function to ensure data integrity, reporting accuracy, and operational efficiency.
• Monitor and resolve data integrity issues; escalate for advisors and clients as needed.
• Identify opportunities to automate data processes and reduce manual workflows.
• Collaborate with Operations, Technology, and Platform teams to improve data workflows.
• Develop a center of excellence for reporting, modeling, and analytics.
• Support data governance, security, and control frameworks to ensure data quality.
• Assist in evaluating tools/tech for reporting and data access.
• Prepare materials and analyses using Excel and PowerPoint for internal and client initiatives.

Skills

Strong analytical skills

Advanced MS Office (Excel and PowerPnt

Addepar experience

Data governance

Cross-functional collaboration

Process automation

Attention to detail

Communication skills

Prioritization in fast-paced env

Education

Bachelor's Degree

Tools

Addepar

Job description

AlTi Global, Inc. is seeking a Data Operations and Reporting Associate in New York to join the Client Operations team. The role focuses on how data is captured, maintained, and made accessible while supporting governance and SOX compliance. Based in New York with periodic travel to Delaware.

You will work to map and optimize dataflows, deliver insights from data, and maintain data quality as part of a global growth initiative.