Data Operations Analyst

CI Financial•Austin, TX

1d•Hybrid

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

2-3+ years of experience in data science or analytics roles.
Background in Financial Services, consulting, or high-growth technology environments preferred.
Distinguished academic track record in quantitative discipline.
Experience in data operations, data management, or equivalent role
Demonstrated familiarity with advanced data tooling (e.g., SQL, DBT), or a strong aptitude to ramp up quickly in these tools.
Previous experience with platforms like Salesforce or Addepar, or a strong aptitude to ramp up quickly in these tools.
Advanced Excel modeling skills preferred.
Strong analytical, problem-solving, and critical thinking skills.
Effective communication, both orally and in writing.
Strong documentation and attention to detail.
Ability to work independently and collaboratively in a fast-paced, dynamic environment.
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Responsibilities

Data management. Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others
Data integrity. Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support.
M&A support. Data conversions and migrations to integration newly acquired firms into Corient.
Documentation. Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations).