Data Analyst (Financial Services)

: :

Are you looking to kick-start your career as a data analyst in wealth management? If so, our position may be the perfect first step for you. This role offers a dynamic opportunity to utilize your technical expertise in a fast-paced, data-centric environment, including using your expertise in Python to automate data processing.

We provide an upbeat, friendly environment where you will be rewarded for taking initiative, collaborating, suggesting process improvements, and having fun while doing it. This is a hybrid role in Seattle (South Lake Union) working in office 2-3 days per week.

The Data Analyst reports to a Senior Operations Associate and works very closely with other Operations Associates and our Operations Manager.

Our operations team supports our 9 wealth management teams by managing our investment reporting and portfolio rebalancing systems, delivering quarterly investment performance reports and management fee invoices, answering questions on investment performance, running ad hoc reports for client teams, and working with other corporate teams to support their functions.

You will contribute by:

• Fielding questions regarding alternative investment processes, subscriptions and maintenance, performance reporting, and troubleshooting and resolving issues
• Retrieving, tracking, and distributing alternative tax documents to client portals
• Recording valuations, distributions, and capital calls in Tamarac reporting system and auditing for performance abnormalities
• Configuring new funds and securities in Tamarac and Salesforce
• Developing, documenting, and training on internal best practices, serving as a subject matter expert for alternative investments reporting
• Performing and developing audits to ensure accuracy of investment data
• Maintaining Python scripts to process investment documents
• Providing overflow support to the operations team

Experience and Skills:

What you bring:

• Proficiency with Microsoft Office programs, including experience using Excel to manipulate and process data (pivot tables, x-lookups, etc.)
• Experience working with large data sets, data cleaning and analysis
• Knowledge of automation tools and proficiency with Python and/or similar languages
• A Bachelor's degree
• Outstanding research, collaboration, communication, and problem-solving skills
• Excellent organizational skills, detail orientation, and ability to prioritize effectively
• Experience in the wealth management industry with exposure to Tamarac, Salesforce CRM, and/or similar systems is a plus

Job Benefits:

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package.

As a Washington's Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base salary plus annual bonus based on your personal performance
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of the firm
• Paid Time Off: Starting at 16 days per year and increasing with tenure + 10 holidays + 1 paid day to do volunteer work
• Paid Parental Leave
• Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
• Parking: Heavily subsidized parking or transit pass
• Annual wellness reimbursement
• Anniversary bonuses and sabbaticals every 10 years

Coldstream Wealth Management is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families. Coldstream was founded in 1996 and has offices in Seattle, Bellevue, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK; learn more at

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

From: Coldstream Wealth Management