Data Analyst

Role Description

World Investment Advisors is seeking a data analyst with strong financial literacy to support our RIA/BD business. This role is ideal for someone who excels at working with large datasets, building scalable analytics solutions, and uncovering insights that drive financial and operational performance. You will work closely with finance, operations, and advisor teams to deliver data products that support strategic decision-making.

• Design, maintain, and debug data pipelines to aggregate and normalize financial and operational data from Microsoft Fabric.
• Design, maintain, and debug data integrations with third party partners/vendors.
• Identify new data sources that would be useful for data analytics.
• Build and maintain custom dashboards and reporting tools to monitor key metrics such as AUM growth, advisor productivity, fee revenue, and client retention.
• Conduct deep-dive analyses on asset flows, pricing models, and advisor compensation structures.
• Collaborate with finance to support forecasting, budgeting, and reporting with clean, reliable data.
• Develop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasks.
• Ensure data integrity across systems and proactively identify discrepancies or anomalies.
• Translate business questions into analytical frameworks and deliver actionable insights.

Qualifications

• Bachelor’s degree in Data Science, Computer Science, Finance, or a related field.
• 3+ years of experience in a data analytics role, ideally within financial services or wealth management.
• Strong SQL and Python skills; experience with data wrangling, transformation, and automation.
• Familiarity with financial concepts such as revenue recognition, fee structures, and advisor compensation.
• Experience with BI tools (Power BI, Tableau, Looker, etc.).
• Understanding of custodial platforms (e.g., Schwab, Fidelity, Pershing) and portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond) is a plus.
• Excellent communication skills and ability to present complex data clearly to stakeholders.

Requirements

• Experience working with CRM and financial planning tools (e.g., Salesforce, Redtail, eMoney).
• Ability to work independently and drive projects from concept to execution with minimal oversight.
• Comfortable presenting data insights to non-technical stakeholders.
• Knowledge of advisor payout grids and RIA/BD economics.

Compensation

The salary for this position generally ranges between $95,000-$110,000. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The firm also has a bonus program.

Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity