Note: The job is a remote job and is open to candidates in USA. World Investment Advisors is a nationally recognized financial services firm dedicated to providing independent retirement plan and investment advisory services. They are seeking a data analyst with strong financial literacy to support their RIA/BD business by working with large datasets and building scalable analytics solutions to drive financial and operational performance.
Responsibilities
- Design, maintain, and debug data pipelines to aggregate and normalize financial and operational data from Microsoft Fabric
- Design, maintain, and debug data integrations with third party partners/vendors
- Identify new data sources that would be useful for data analytics
- Build and maintain custom dashboards and reporting tools to monitor key metrics such as AUM growth, advisor productivity, fee revenue, and client retention
- Conduct deep-dive analyses on asset flows, pricing models, and advisor compensation structures
- Collaborate with finance to support forecasting, budgeting, and reporting with clean, reliable data
- Develop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasks
- Ensure data integrity across systems and proactively identify discrepancies or anomalies
- Translate business questions into analytical frameworks and deliver actionable insights
Skills
- Bachelor's degree in Data Science, Computer Science, Finance, or a related field
- 3+ years of experience in a data analytics role, ideally within financial services or wealth management
- Strong SQL and Python skills; experience with data wrangling, transformation, and automation
- Familiarity with financial concepts such as revenue recognition, fee structures, and advisor compensation
- Experience with BI tools (Power BI, Tableau, Looker, etc.)
- Understanding of custodial platforms (e.g., Schwab, Fidelity, Pershing) and portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond) is a plus
- Excellent communication skills and ability to present complex data clearly to stakeholders
- Experience working with CRM and financial planning tools (e.g., Salesforce, Redtail, eMoney)
- Ability to work independently and drive projects from concept to execution with minimal oversight
- Comfortable presenting data insights to non-technical stakeholders
- Knowledge of advisor payout grids and RIA/BD economics
Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
- Mentorship Opportunities
- Ability to serve on different internal steering committees and Employee Resource Groups
- Professional growth opportunities
- Friendly and collaborative work environment
Company Overview