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Data Analyst - Wealth Management
Qode
- Austin, Texas, United States
- Austin, Texas, United States
About
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:
Complex joins
CTEs
Window functions
Subqueries
Analytical query design
Strong experience with:
Data discovery and profiling
Data quality analysis
Root cause investigation
Functional requirements gathering
Hands‑on experience validating ETL/Data Pipeline outputs
Strong understanding of:
Wealth Management data
Portfolio holdings
AUM
Performance returns
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.
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Languages
- English
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