Data Analyst - Wealth Management

Data Analyst

• Wealth Management Qode Austin, TX Job Details Full-time 2 hours ago Qualifications Data integrity assurance Data Integration (Data management) Defect resolution root cause analysis Requirements specification Requirements design Data validation techniques NumPy SQL Pandas Data quality monitoring Data-driven problem-solving Analysis (software development lifecycle) Root cause analysis Query management Financial data analysis tools Project stakeholder communication Stakeholder relationship building Data analysis software Stakeholder management Full Job Description Role Overview 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. Required Skills Expert-level SQL skills including: o Complex joins o CTEs o Window functions o Subqueries o Analytical query design Strong experience with: o Data discovery and profiling o Data quality analysis o Root cause investigation o Functional requirements gathering Hands-on experience validating ETL/Data Pipeline outputs Strong understanding of: o Wealth Management data o Portfolio holdings o AUM o Performance returns o 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 Preferred Qualifications Experience within Wealth Management, Asset Management, or Financial Services Exposure to custodian feeds.