Data Analyst
$95,000–$110,000 year
Remote · Chicago, Illinois, United States
Job Summary
Data Analyst responsible for designing and maintaining data pipelines, integrating data from Microsoft Fabric and third-party partners, identifying new data sources, and building dashboards to monitor metrics like AUM growth, advisor productivity, and fee revenue. Will develop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting, ensure data integrity across systems, and translate business questions into analytical frameworks to deliver actionable insights.
Required Qualifications
- 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
- Knowledge of advisor payout grids and RIA/BD economics
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