Wealth Data Harmonization Analyst

Veriipro; Oaks (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

Veriipro is seeking a Data Specialist/Data Analyst in Oaks, Pennsylvania. The successful candidate will support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform.

Key responsibilities include analyzing custodian data, developing mapping documents, and ensuring data quality. Candidates should have 3–6 years of relevant experience in data analysis or mapping, especially within the Wealth Management or Financial Services domain.

Qualifications

• 3–6 years of experience in data analysis, mapping, or integration.
• Strong familiarity with custodian data structures such as Fidelity and Schwab.
• Proficiency in SQL for data analysis and validation.

Responsibilities

• Analyze and map data from multiple custodian platforms.
• Develop source-to-target mapping documents and canonical data models.
• Collaborate with teams to validate data requirements.

Skills

Data analysis

Data mapping

Data integration

Wealth Management

SQL

ETL tools (Informatica, Talend, SSIS)

Data governance

Data profiling

Tools

Informatica

Talend

SSIS

Job description

Veriipro is seeking a Data Specialist/Data Analyst in Oaks, Pennsylvania. The successful candidate will support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform.

Key responsibilities include analyzing custodian data, developing mapping documents, and ensuring data quality. Candidates should have 3–6 years of relevant experience in data analysis or mapping, especially within the Wealth Management or Financial Services domain.