Data Operations Analyst

Summary

Corient is a rapidly growing wealth management platform that assists high- and ultra-high-net-worth individuals and families in preserving their wealth. The Data Operations Analyst will manage data operations, ensure data integrity, support M&A activities, and document policies and procedures essential for the company's operational processes.

Responsibilities

• Data management. Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others
• Data integrity. Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support
• M&A support. Data conversions and migrations to integration newly acquired firms into Corient
• Documentation. Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations)

Skills

• 2-3+ years of experience in data science or analytics roles
• Experience in data operations, data management, or equivalent role
• Demonstrated familiarity with advanced data tooling (e.g., SQL, DBT), or a strong aptitude to ramp up quickly in these tools
• Previous experience with platforms like Salesforce or Addepar, or a strong aptitude to ramp up quickly in these tools
• Strong analytical, problem-solving, and critical thinking skills
• Effective communication, both orally and in writing
• Strong documentation and attention to detail
• Ability to work independently and collaboratively in a fast-paced, dynamic environment
• Must be 18 years of age or older
• Must have unrestricted work authorization to work in the United States
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
• Background in Financial Services, consulting, or high-growth technology environments preferred
• Distinguished academic track record in quantitative discipline
• Advanced Excel modeling skills preferred

Qualifications

Must Haves

• 2-3+ years of experience in data science or analytics roles
• Experience in data operations, data management, or equivalent role
• Demonstrated familiarity with advanced data tooling (e.g., SQL, DBT), or a strong aptitude to ramp up quickly in these tools
• Previous experience with platforms like Salesforce or Addepar, or a strong aptitude to ramp up quickly in these tools
• Strong analytical, problem-solving, and critical thinking skills
• Effective communication, both orally and in writing
• Strong documentation and attention to detail
• Ability to work independently and collaboratively in a fast-paced, dynamic environment
• Must be 18 years of age or older
• Must have unrestricted work authorization to work in the United States
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement

Nice to Haves

• Background in Financial Services, consulting, or high-growth technology environments preferred
• Distinguished academic track record in quantitative discipline
• Advanced Excel modeling skills preferred

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days