[Remote] Data Analyst

Note: The job is a remote job and is open to candidates in USA. World Investment Advisors is a nationally recognized financial services firm dedicated to providing premier independent retirement plan and investment advisory services. They are seeking a Data Analyst with strong financial literacy to support their RIA/BD business, focusing on building scalable analytics solutions and delivering data products that drive strategic decision-making.

Responsibilities

• 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

Skills

• 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
• 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

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
• Bonus program
• Mentorship Opportunities
• Ability to serve on different internal steering committees and Employee Resource Groups
• Professional growth opportunities
• Friendly and collaborative work environment

Company Overview

Company H1B Sponsorship