Data Analyst – Wealth Management
Austin, Texas, United States of America
Full Time
1 hour ago
No Visa Sponsorship
Key skills
CloudETLNumpyPandasPythonSparkSQLNumPyDatabricksStakeholder ManagementCommunication
About this role
Role Overview
- Join the growing team at Austin, TX as a Data Analyst – Wealth Management
- Write sophisticated SQL queries and analyze large datasets
- Define business logic and validate data across wealth management systems
- Partner with investment teams, operations, and technology stakeholders
Requirements
- Expert-level SQL skills including:
- Complex joins
- CTEs
- Window functions
- Subqueries
- Analytical query design
- Strong experience with:
- Data discovery and profiling
- Data quality analysis
- Root cause investigation
- Functional requirements gathering
- Hands-on experience validating ETL/Data Pipeline outputs
- Strong understanding of:
- Wealth Management data
- Portfolio holdings
- AUM
- Performance returns
- Fees and transactions
- Experience with Python for data analysis (Pandas, NumPy)
- Familiarity with Databricks, Spark SQL, or cloud-based data platforms
- Excellent communication and stakeholder management skills
- Ability to translate business requirements into precise data logic and acceptance criteria
Tech Stack
- Cloud
- ETL
- Numpy
- Pandas
- Python
- Spark
- SQL