What are the responsibilities and job description for the Data Analyst position at Atria Wealth Solutions?
Candidate must have: 2 years of prior experience in wealth management/securities industry
This role will be responsible for performing data analysis and support for requirements and testing on efforts to grow and optimize our advisor workstation. This includes maintenance of tables with processing systems used by internal and external sources, development and maintenance of reporting functionality, creation of regulatory and management reporting and analyzing data discrepancies. You will research and provide support for the data received from various sources (including support for transformation of data inputs to conform to our enterprise data model) along with testing and documenting production changes made within the systems.
In this position, will work at the following location:
- FULLY REMOTE, USA
Target Compensation: $60,000 to $80,000
Duties and Responsibilities:
- Manage, develop and maintain reports for use by various departments.
- Ad-hoc SQL queries to support data analysis
- Creation of regulatory reporting, as necessary.
- Create management reporting, as necessary.
- Provide research and support for all in-bound & out-bound files.
- Provide testing support for all in-bound and out-bound files, e.g., spring and fall DTCC enhancements.
- Perform data reconciliations and support resolution of discrepancies.
- Test and document system changes thoroughly. Support for QA and UAT of system changes.
Qualifications and Skills:
- Bachelor’s Degree preferred
- 2 or more years of prior experience in wealth management/securities industry
- Experience with software development lifecycle
- Strong analytical skills, strong attention to detail
- Strong proficiency in Microsoft Excel
- Strong proficiency in SQL
- Experience with business intelligence tools
- Strong oral communication skills
- Strong written communication skills
- Strong data entry/keyboard typing skills
- Self-motivated, demonstrate high level of initiative
Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:
- Medical insurance
- Dental insurance
- Prescription drug benefits
- Vision insurance
- Retirement savings 401(k) plan with matching
- Paid time off
- Paid holidays
- Critical illness insurance
- Veterinary pet insurance
- Employee assistance program
- Life insurance
- Short & long-term disability insurance
- Legal plan
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time
It’s time for the next step in your career. Apply now.
