Wealth Data Harmonization Analyst
Veriipro
Veriipro is seeking a Data Specialist/Data Analyst in Oaks, Pennsylvania. The successful candidate will support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform. Key responsibilities include analyzing custodian data, developing mapping documents, and ensuring data quality. Candidates should have 3–6 years of relevant experience in data analysis or mapping, especially within the Wealth Management or Financial Services domain. #J-18808-Ljbffr Veriipro
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Data Harmonization Analyst in Oaks, PA vacancy
- Position Summary Seeking a Data Specialist/Data Analyst to support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform. The role involves analyzing custodian data feeds, mapping attributes to a canonical...Suggested
- ...important questions facing the Personal Wealth business—how we drive growth, retain clients... ...and compiles structured and unstructured data and verifies its quality, accuracy and... ...analytical techniques employed by other analysts.4. Prepares and delivers expert level visualizations...SuggestedFull timeWork experience placement
- Quality Analyst or Business Analyst with Wealth Management Contract USM Business Systems Inc. is a quickly developing worldwide System Integrator, Software... ..., Product Engineering, Business Intelligence, Data Management, SOA, BPM, Data Warehousing, SharePoint Consulting...SuggestedContract workLocal areaWorldwide
- ...Business Data Analyst Location: Oaks, PA. Need only local candidates, 3 days onsite Type: C2H Job description: Overview: We are seeking a Business/Data Analyst with strong expertise in data modeling for Business Intelligence and Analytics, particularly in Snowflake...SuggestedLocal area
- ...technology solutions provider in King of Prussia is seeking a Quality Analyst or Business Analyst with over 10 years of experience in web-... ..., solid SQL knowledge, and may have experience in finance and wealth management. This is a long-term contract position with...SuggestedLong term contractContract work
- What You'll Do:Serve as the primary risk SME for data-related risks across Personal Wealth.Provide independent guidance and challenge regarding data governance, data quality, lineage, data management, and analytics controls.Partner with product and technology leaders to...Full time
- ...(We may pay expenses for candidates located at more than 100 miles distance)Responsibilities include:· Active participation on the Wealth Advisory Services Implementation and Configuration teams. · Establish relationships within the internal and external business community...
- POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, this role will focus on assisting in areas such...Full timeWork experience placementLocal area
- Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills. The role emphasizes...
- Vanguard’s Flagship & Distribution Analytics team is expanding! We are seeking an experienced data analyst to support the Flagship Client segment and the Distribution organization. This role partners closely with business leaders to design strategies, influence outcomes...Full time
- This data analyst role will play a pivotal part in transforming complex data into clear, compelling narratives and actionable insights that support strategic initiatives, optimize the productivity of distribution stakeholders, and deliver business value. More specifically...Full timeWork experience placement
- ...months contract to start) Client is looking for support to help validate an Automation project. Today the team is manually bringing in data to their Data Source from their CRM. They would like to automate this process but would first like to perform some analysis to...Contract work
- ...may assign new duties, reassign existing duties, or eliminate a function. Collect, analyze, and interpret production related data from various sources (DNA, Salesforce, Encompass, etc.), and publish insights and findings. Perform data validation and ensure...Work at officeRemote workMonday to Friday
- Vanguard is looking for a senior level data analyst with experience presenting recommendations to senior management, developing innovative solutions, and is technically skilled in data quality & analytics tools. You will become an expert in the critical data managed, provide...Full timeTemporary workWork experience placement
- ...ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services...Work at office
- We are seeking an experienced Business Analyst to collaborate with cross-functional teams... ...Agile methodologies, financial services, and data analysis, with a focus on improving... ...services, particularly in Asset Management or Wealth Management. Preferred Qualifications...Work at office
- ...Responsibilities: Excellent employment opportunity for a Clinical Data Analyst in the Spring House, PA area. Will be accountable for the day-to-day maintenance of data in planning systems (ex. Planisware/1-Supply/Beacon/Share Point/UCT/etc.). Under...Work experience placementWork at office
$70 - $80 per hour
Collabera is seeking a Sr. Analyst, Marketing and Customer Intelligence in Exton, PA. This contract role runs 6-12 months, with a pay rate of $70-$80 per hour and a benefits package described in the posting. The ideal candidate will have 8+ years in market research and...Hourly payContract work- Comcast Advertising in Phoenixville, PA seeks an Analyst, Procurement to track inventory and analyze data for strategic decisions. The role focuses on dashboards, policy alignment and audit support to optimize procurement practices. Responsibilities include PO data analysis...
- ...SEI seeks a motivated individual in Oaks, Pennsylvania, to assist with security master setups and asset data maintenance, ensuring smooth trading operations. Responsibilities include resolving daily exceptions, supporting automated trade processes, and acting as a record...Flexible hours
- Comcast is seeking a procurement data analyst to analyze procurement data to support strategic decision-making, optimize processes, and strengthen compliance. You will partner with management and cross-functional teams to translate data insights into actionable improvements...
- ...Data Entry Associate/Data Analyst A Few Words About Us Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms. IRI has built its reputation on excellent service and integrity since its...Contract workWork at officeFlexible hours
- ...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private...Full timeWork experience placementLocal area
$18 per hour
...process improvements. This in-person role requires about 20 hours per week and involves collaboration with the Ellis Center staff on data-driven projects. Candidates must be currently enrolled graduate students in analytical fields with strong problem-solving and...Hourly paySummer work- ...least 4 years of experience in software design, development and release.Well versed with agile development methodologies.Experience in Data Ingestion, Streaming and Big Data technologies.Excellent communication and stakeholder managementAbility to work with distributed...Permanent employmentFull timeH1b
- ...Data ArchitectLocation: Oaks, PA. 3 days onsite. ContractThe Technical Data Architect is a leadership role. They are responsible for... ...Servant Leadership SkillsWhat we would like from you:Experience in wealth management, investment processing, domestic and international...
- ...Sr. Business Analyst Data Modeling & BI (Snowflake) Location: Oaks, PA Day 1 (Hybrid 3 days onsite a week) Duration: 1 Year Overview: We are seeking a Business Analyst with strong expertise in data modeling for Business Intelligence and Analytics, particularly...3 days per week1 day per week
- A financial technology firm is seeking an experienced Business Analyst to analyze and document business requirements. The role entails collaboration... ...in financial services. Proficiency in Agile methodologies and data analysis is crucial, along with strong communication skills. #J-...
- Overview Wealth Analysts are members of wealth management teams that advise high‑net‑worth clients in all areas of their financial lives. They... ...and follow‑up skills. Responsibilities Research and input data related to financial projections and investment analysis. Support...Permanent employmentTemporary workWork at officeFlexible hours
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...would like to meet you. Overview Wealth Analysts are members of wealth management teams... ...skills. Responsibilities Research and input data related to financial projections and...Permanent employmentTemporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Data Harmonization Analyst. Be the first to apply!

