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 1 day 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
- A technology solutions provider located in Oaks, Pennsylvania is seeking a SWP Business and Quality Analyst. This role emphasizes active participation in wealth advisory services, building relationships, and gathering client requirements. The ideal candidate will complete...Suggested
- ...professionals for this role. Analyzes data, assesses trends and develops actionable... ...important questions facing the Personal Wealth business—how we drive growth, retain clients... ...analytical techniques employed by other analysts. 4. Prepares and delivers expert level...SuggestedWork experience placement
Vanguard
Malvern, PA11 days ago - ...exceptional professionals for this role. The Advice and Wealth Management (AWM) Analytics team is seeking an analyst to play an important role supporting the Personal Wealth Marketing team and enabling growth through data-driven strategy. Our work includes data preparation...Suggested
Vanguard
Malvern, PA19 days ago - 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
- ...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...Long term contractContract work
- ...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
Morgan Stanley
Conshohocken, PA2 days ago - ...Description Envestnet is seeking a Data Analyst II to join our Product department. This is a hybrid role, with in‑office work required at... ...leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform...Work at office
Envestnet
Devon, PA3 days ago - 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...
- ...hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. The Lead Data Analyst is responsible for driving data-driven decision-making across the organization by leading complex analytical projects, optimizing data processes...Work experience placement
Vanguard
Malvern, PA4 days ago - ...each client. Job Description Position: SWP Business and Quality Analyst Interview Mode: Face to Face (We may pay expenses for... ...miles distance) Responsibilities Active participation on the Wealth Advisory Services Implementation and Configuration teams. Establish...
- A leading IT services firm is seeking a Senior Business Analyst specializing in data governance for a contract role in Oaks, PA. The successful candidate will enhance data quality across multiple business lines and establish governance practices. Candidates should have...Contract work
- ...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
Compunnel
Oaks, PA1 day ago - ...offerings and strategies. As a Senior Specialist on the Advised Wealth Management Strategies team within ISG, you will play a pivotal... ...and external audiences and serve as a mentor to investment analysts across the organization. Vanguard is powered by exceptional...Work experience placement
Vanguard
Malvern, PA7 days ago - ...connect them with exceptional professionals for this role. This analyst will partner closely with business leaders to support Workplace... ...drivers of attrition. The role focuses on translating complex data into actionable insights, monitoring client sentiment and service...Work experience placement
Vanguard
Malvern, PA3 days ago - ...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
Fladger Associates
Spring House, PA4 days ago - ...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
Careers Integrated Resources Inc
Exton, PA1 day ago - ...Our client, a leading organization in the real estate investment and property management sector, is seeking a Data Analyst to join their IT team. This role will focus on building and maintaining data solutions, developing dashboards, and delivering actionable insights...
High Trail
King of Prussia, PA3 days ago - ...Job Description Based out of Silicon Valley, Brillio leverages disruptive technology in data and digital to give clients competitive advantage. Our service model caters to clients in a slew of domains such as consulting, ideating, the art of the possible, rapid prototyping...Odd job
Brillio
Bryn Mawr, PA3 days ago - Comcast seeks a detail-oriented professional to track and report inventory for procurement operations. The role analyzes data to support procurement decisions, ensures audit compliance, and collaborates with senior management to optimize procurement practices. Responsibilities...
- 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...
- ...The Senior Data Analyst demonstrates analytical thinking and creative problem solving for business questions across the organization. Working closely with the Senior Manager, Data Analytics, this role serves as a senior business partner to leaders across the company —...
Suvoda
Conshohocken, PA3 days ago - ...hackajob is collaborating with BNY to connect them with exceptional professionals for this role. Vice President, Data Analyst & BI At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial...WorldwideFlexible hours
BNY
Berwyn, PA18 days ago - 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...
$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- 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
- Corient Services LLC, based in Wayne, Pennsylvania, is seeking a Wealth Analyst to join their wealth management team. This role involves advising high-net-worth clients in all areas of financial planning and requires excellent communication and collaboration skills. The...
- 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-...
- The Corrections and Reversals Analyst works in SEI Private Trust Company, a wholly owned subsidiary of SEI. This role requires a self-... ...client and internal requests to correct transactions on the SEI Wealth Platform.What you will do:Basic processing and/or service...Work experience placementWork at officeFlexible hours
- Senior Business Analyst with Data Governance Position: Business Analyst with Data Governance Location: Oaks, PA (Hybrid). Only locals. Duration: Contract Key Responsibilities Lead initiatives to enhance data quality, implement governance processes, and drive adoption...Contract workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Data Harmonization Analyst. Be the first to apply!
