Data Analyst
QodeTexas, TX
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Job Description
Data Analyst – Wealth Management
Location: Austin, TX
🎯 Role Purpose
The Data Analyst will support the Wealth Management team by leveraging data to provide insights into client portfolios, investment performance, and market trends. The role involves analyzing large datasets, building dashboards, and delivering actionable intelligence to advisors and senior management to enhance client outcomes and business efficiency.
🔑 Key Responsibilities
· Collect, clean, and analyze financial and client data from multiple sources.
· Develop dashboards and reports to track portfolio performance, asset allocation, and risk metrics.
· Provide insights into client behavior, investment trends, and product performance.
· Support advisors with data-driven recommendations for client portfolios.
· Collaborate with investment teams to evaluate new products and strategies.
· Ensure compliance with regulatory requirements in data handling and reporting.
· Automate recurring reporting processes to improve efficiency.
· Present findings to stakeholders in clear, concise formats (visualizations, presentations, reports).
📊 Required Skills & Competencies
· Strong proficiency in SQL, Excel, and data visualization tools (Power BI, Tableau, or similar).
· Knowledge of financial markets, investment products, and portfolio management concepts.
· Experience with Python/R for statistical analysis and data modeling.
· Ability to interpret complex datasets and communicate insights effectively.
· Strong attention to detail and problem-solving skills.
· Familiarity with regulatory frameworks in wealth management (e.g., KYC, AML, SEBI/SEC guidelines).
🎓 Qualifications
· Bachelor’s/Master’s degree in Finance, Economics, Statistics, Data Science, or related field.
· 2–5 years of experience in data analysis, preferably within financial services or wealth management.
· Professional certifications (CFA, FRM, or Data Analytics certifications) are a plus.
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FAQs About Data Analyst Jobs at Qode
What is the work location for this position at Qode?
This job at Qode is located in Texas, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Qode?
Employer has not shared pay details for this role.
What employment applies to this position at Qode?
Qode lists this role as a Full-time position.
What experience level is required for this role at Qode?
Qode is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Qode?
You can apply for this role at Qode either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.