Wealth Management Associate Jobs

About The Position

Requirements

• Bachelor’s degree in Computer Science, Data Analytics, Data Science, Information Systems, Engineering, or a related discipline (or equivalent practical experience)
• Minimum 3 years of experience in Audit, Data Analytics, Data Science, Risk/Controls, or a closely related role
• Demonstrated experience working with large, complex datasets, performing data wrangling, validation, enrichment, and building analytics and data science solutions
• Proven track record of building and delivering repeatable, production-ready data science and analytical solutions such as automated workflows, dashboards, anomaly detection, or model development
• Strong understanding of data ecosystems, including databases, data warehouses/lakes, ETL/ELT patterns, and APIs/files, and how technology design influences risk, controls, and auditability
• Working knowledge of technology and data risks/controls and the ability to apply this experience when designing solutions
• Excellent written and verbal communication skills, with the ability to explain technical concepts to non-technical audiences and build partnerships
• Strong critical thinking and structured problem-solving skills, able to frame ambiguous questions, test hypotheses, and identify practical solutions under time constraints
• Ability to manage and deliver multiple concurrent tasks with attention to detail, effective prioritization, and follow-through against timelines
• Working knowledge of data management principles such as data quality, lineage, metadata, governance, privacy/access considerations, and documentation practices that support reproducibility
• Self-motivated and proactive, demonstrating accountability, sound judgment, and the ability to operate through ambiguity while maintaining high standards

Nice To Haves

• Experience with workflow enablement and agentic tooling, such as Agentic Studio, Smart SDK, or AI code assistance tools (Claude Code, GitHub Copilot)
• Experience with cloud data platforms such as Databricks or Snowflake
• Experience with visualization analytics tools such as Tableau or similar platforms

Responsibilities

• Deliver end-to-end analytics and data science solutions across the audit lifecycle, from problem framing and requirements through data acquisition, analysis/modeling, visualization, and deployment using tools such as SQL, Python, Alteryx, Databricks, Tableau, Agentic Studio, Smart SDK, and related platforms
• Translate audit objectives into clear analytic hypotheses and test designs, selecting appropriate methods to support risk-based audit scoping and execution
• Partner closely with audit leads and stakeholders to shape and refine analytics and data science requirements, proactively managing relationships, expectations, and communications
• Engineer repeatable, scalable analytics and data science solutions—including datasets, reusable code modules, workflows, dashboards, and templates—to improve efficiency and enable auditor self-service
• Design and develop solutions for non-audit cycle activities, including continuous auditing, continuous monitoring, automated testing, advanced testing, and event/trigger-based analytics
• Apply strong data management and governance practices to ensure analytics are reliable, auditable, and reproducible
• Implement quality controls for analytic outputs, including validation checks, reasonableness testing, peer review, and clear documentation
• Manage multiple concurrent deliverables by planning work, prioritizing effectively, and meeting timelines and budget expectations
• Continuously evaluate and adopt new tools and techniques to improve team effectiveness and recommend process enhancements
• Communicate insights clearly to varied audiences, tailoring messaging and visuals to drive understanding and action
• Contribute to team knowledge-sharing by providing perspectives on analytics and data science value, and supporting enablement through guidance, demos, and training

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching