Associate, Data Operations
NFP•Denver, CO
•Onsite
About The Position
The Data Operations Associate is a key member of Wealthspire’s Data Operations team, partnering closely with Client Operations and Client Service teams to support the accuracy, integrity, and maintenance of client and portfolio data. This role requires strong numerical aptitude, attention to detail, and organizational skills to manage multiple operational priorities while ensuring high-quality data across systems and reporting tools.
Requirements
- Bachelor’s degree required
- Minimum of 2 years of experience in financial services, operations, data management, or a related field
- Strong numerical aptitude with exceptional attention to detail
- Ability to prioritize tasks and manage multiple deadlines in a fast-paced environment
- Strong organizational, analytical, and problem-solving skills
- Excellent written and verbal communication skills
- Professional demeanor with a collaborative, team-oriented approach
Nice To Haves
- Experience with Tamarac or similar portfolio accounting/reporting systems
- Understanding of portfolio accounting, reconciliations, and performance reporting
- Familiarity with custodial data feeds and investment operations processes
Responsibilities
- Serve as the primary liaison with Tamarac Advisor Services
- Maintain account sets, searches, views, templates, reports, and dashboards within portfolio management systems
- Populate and maintain account and client data fields for new and existing relationships
- Validate the accuracy of client performance data and capital flows
- Verify security, portfolio, transaction, and pricing data received from custodians and other external sources
- Assist with account reconciliations and investigate and resolve discrepancies
- Support ongoing database maintenance and ensure data integrity across systems
- Maintain database backup files and support data governance best practices
- Assist with Tamarac rebalancing, including: Maintaining models and target allocations, Creating rebalancing groups and configuring accounts for trading, Managing account-level templates and settings
- Support daily activity reporting and operational workflows
- Price non-standard assets and reconcile asset valuations
- Identify opportunities to enhance processes and improve data accuracy and efficiency
- Perform additional duties as needed to support the Data Operations team
Benefits
- competitive salary
- paid time off and holidays
- 401(k) plan with company match
- exclusive discount programs
- robust health and wellness benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
