Wealth Data Analyst: AI-Driven Quality & Reporting

Summit Financial; Parsippany-Troy Hills (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

Summit Financial LLC is seeking a hands-on Data Analyst to own data quality, reconciliation and reporting across CRM, portfolio accounting, custodial, fee billing and advisor compensation. The role sits between the enterprise data platform (Microsoft Fabric, Azure SQL, Power BI) and business teams that depend on it.

The analyst builds Power BI dashboards and SQL-based controls on Microsoft Azure and Fabric, supports data integrations and migrations, and uses AI tools daily to validate outputs.

Qualifications

• Bachelor’s degree or equivalent experience.
• 1–3 years data/operations/reporting in RIA/wealth platform.
• Strong advisor/rep code and fee/revenue attribution knowledge.
• Experience with portfolio accounting and trading data.
• Strong Azure SQL and advanced Excel; handle large datasets.
• Power BI experience and data modeling.
• Experience with AI tools and validating outputs.
• Attention to detail and ability to work independently.

Responsibilities

• Reconcile client, household, account, advisor and rep-code data across CRM, portfolio accounting, custodial and billing systems.
• Identify and fix duplicate records, orphaned accounts, broken householding, stale dates and attribution mismatches at the source.
• Design data quality rules, exception reports and control dashboards in Power BI and SQL.
• Maintain data definitions, source-of-record standards, data dictionaries, lineage and reference data; support Master Data Management (Purview).
• Write and optimize SQL on Azure SQL, on-prem databases and Fabric.

Skills

SQL (Azure)

Power BI

Data reconciliation

Advanced Excel

AI tooling

Communication

Independent work

Education

Bachelor’s degree in Finance/Analytics/CS

Tools

Azure Fabric

Azure Data Factory

Purview

Salesforce

Job description

Summit Financial LLC is seeking a hands-on Data Analyst to own data quality, reconciliation and reporting across CRM, portfolio accounting, custodial, fee billing and advisor compensation. The role sits between the enterprise data platform (Microsoft Fabric, Azure SQL, Power BI) and business teams that depend on it.

The analyst builds Power BI dashboards and SQL-based controls on Microsoft Azure and Fabric, supports data integrations and migrations, and uses AI tools daily to validate outputs.