Data Operations and Reporting Analyst

A growing firm within the wealth and investment management industry is seeking a Data Operations & Reporting Analyst to support data integrity, reporting processes, and operational workflows across the organization. This role will work closely with portfolio management, trading, and client service teams to ensure data accuracy, improve reporting capabilities, and streamline operational processes.

The ideal candidate will have analytical skills, experience working with financial data systems, and a passion for improving operational efficiency through automation and data governance best practices. Qualifications:

• Bachelor’s Degree required
• 3–6 years’ experience within wealth management, financial services, operations, or data-related roles
• Analytical skills with high attention to detail
• Experience with systems relating to performance reporting and client relationship management, Addepar software required and Salesforce
• Understanding of data governance and data quality management principles
• Ability to manage priorities in a fast-paced, evolving environment
• Written and verbal communication skills and ability to work cross-functionally
• Advanced Microsoft Office skills with a heavy emphasis on Excel and PowerPoint
• Solutions-oriented mindset with a focus on process improvement and automation
• Desire to work within a collaborative, team-oriented environment 

salary: $80,000 - $125,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

• Support the implementation and day-to-day execution of the Data Operations function to ensure data integrity, reporting accuracy, and operational efficiency
• Assist in monitoring and resolving data integrity issues, including escalation items for advisors and clients
• Identify opportunities to automate data processes and reduce manual workflows across the business
• Partner cross-functionally with Operations, Technology, and Platform teams to improve data workflows and user experience
• Contribute to the development of a center of excellence for reporting, modeling, and analytics
• Support data governance, security, and control frameworks to ensure high data quality standards
• Assist in new product development initiatives and evaluation of tools or technologies to improve reporting and data access
• Prepare materials and analysis using Microsoft Excel and PowerPoint to support internal and client-facing initiatives

Skills

• Operations
• Reporting
• Analytical Thinking
• Reconciliation
• MS Office
• Data Integrity
• Implementations
• Data Modeling (2 years of experience is required)
• Data Visualization (2 years of experience is required)
• Data Governance
• SOX Compliance
• Salesforce
• CRM
• Addepar (2 years of experience is required)
• MS Excel
• Data Management (3 years of experience is required)
• Data Reporting

Qualifications

• Years of experience: 3 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on us.fitly.work.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.