Data Analyst - Wealth Management

Qode • Texas, TX

1d • Onsite

About The Position

We are seeking a highly skilled Data Analyst – Wealth Management to join our growing team in Austin, TX. This is a discovery- and analysis-driven role for a curious, detail-oriented professional who thrives on understanding complex financial data, translating business needs into clear data logic, and surfacing insights that drive decisions. The ideal candidate excels at writing sophisticated SQL queries, analysing and profiling large datasets, defining business logic, and validating data across wealth management systems. You will partner closely with investment teams, operations, technology, and business stakeholders to understand functional requirements and ensure data is accurate, consistent, and fit for purpose. Hands-on experience with Python and Databricks is a plus, but this role is fundamentally about analytical depth and business understanding rather than pipeline engineering.

Requirements

• Expert-level SQL skills including complex joins, CTEs, window functions, subqueries, and analytical query design.
• Strong experience with data discovery and profiling.
• Strong experience with data quality analysis.
• Strong experience with root cause investigation.
• Strong experience with functional requirements gathering.
• Hands-on experience validating ETL/Data Pipeline outputs.
• Strong understanding of Wealth Management data.
• Strong understanding of portfolio holdings.
• Strong understanding of AUM.
• Strong understanding of performance returns.
• Strong understanding of 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.

Nice To Haves

• Hands-on experience with Python and Databricks.
• Experience within Wealth Management, Asset Management, or Financial Services.
• Exposure to custodian feeds.

Responsibilities

• Translate business needs into clear data logic.
• Surface insights that drive decisions.
• Write sophisticated SQL queries.
• Analyze and profile large datasets.
• Define business logic.
• Validate data across wealth management systems.
• Partner closely with investment teams, operations, technology, and business stakeholders to understand functional requirements.
• Ensure data is accurate, consistent, and fit for purpose.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed