Wealth Data & Analytics Associate

joinhandshake.com - Jobboard; California (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with generous matching

Support for flexible and remote work

Daily lunch stipend

Sponsorship for professional development

Job summary

A modern wealth management firm is seeking an Associate to manage data workflows and produce client reports. The ideal candidate should have strong analytical skills, be detail-oriented, and possess an interest in finance. Responsibilities include overseeing investment data integrity, reporting, and collaborating with senior team members. The firm offers competitive compensation, mentorship, and benefits including medical coverage and 401(k) matching.

Qualifications

• Strong analytical and problem-solving skills, with obsessive attention to detail.
• Comfort working with data, including experience with Excel, Python, or SQL tools.
• Excellent organization and follow-through.

Responsibilities

• Oversee the integrity and accuracy of client investment data.
• Produce client reports and investment reviews.
• Identify and implement opportunities to streamline workflows.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Data management

Communication skills

Education

Background in math, economics, business, finance, computer science, engineering, or social sciences

Tools

Excel

Python

SQL

Job description

A modern wealth management firm is seeking an Associate to manage data workflows and produce client reports. The ideal candidate should have strong analytical skills, be detail-oriented, and possess an interest in finance. Responsibilities include overseeing investment data integrity, reporting, and collaborating with senior team members. The firm offers competitive compensation, mentorship, and benefits including medical coverage and 401(k) matching.