Business/Data Analyst (Wealth Management Domain)

Business/Data Analyst – Wealth ManagementLocation: Austin, TX Type: Full-Time (No C2C)Role SummaryLooking for a Data Analyst with strong business acumen in wealth/asset management. The role focuses on data analysis, SQL, and business logic validation, working closely with stakeholders to ensure accurate and meaningful financial data insights.Key SkillsStrong SQL (CTEs, joins, window functions)Wealth management data: AUM, holdings, transactions, feesData profiling & validation (ETL/testing)Requirement gathering & business logic translationPython (pandas) – nice to haveDatabricks – plusExperience5+ years in Data/Business Analyst roleMust have Wealth / Asset Management domainNice to HavePySpark / DatabricksCustodian data (Schwab, Fidelity, Pershing)Tools: Addepar, Orion, Black DiamondCloud: AWS / Azure / SnowflakeFocusSQL + Data Analysis + Wealth Domain (Core) Not a heavy engineering role