Data Analyst (Albridge (PershingX), Wealth Management)

Hours: 9:00 AM – 5:00 PM EST Top Skills Required: Analytics Snowflake Data analysis Strong communication and presentation skills Must-Have Qualifications: Experience working with a wealth management or RIA firm Understanding of Albridge data feeds Understanding of commissions data Interview Process: 1–2 rounds Conducted virtually Certifications: Not required, but a plus Experience Required: 6–10 years Education Required: Bachelor’s degree Job Title: Data Analyst Summary: Looking for Data Analyst , with strong knowledge of Broker Dealer business and Wealth Management or RIAbusiness Strong understanding & experience of Albridge (PershingX) data, Custodian Data, and Commissions data. Understanding and experience working with Snowflake , MS SQL , PowerBI and other reporting tools. Education Requirements: Bachelor's degree preferred , high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Analysis of required domain area and presenting the findings • Proposing and presenting analysis details and next steps solutions. • Work with stakeholders and SMEs to understand requirements and discuss analysis details. • Creating output results and integrating data queries into BI reporting for business review • All other duties as assigned. Basic Requirements: • Experience in Snowflake Data • Experience in a Data Analysis • Strong understanding PowerBI and other BI tools. • Exceptional service attitude and the willingness to go the extra mile to deliver exceptional service • Commendable team collaboration skills even in a global virtual team setup • Strong communication skills in English, both oral and written • Understanding of Wealth Management or Broker Dealer Business . • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint. • Excellent communication & organizational skills. • High attention to detail, analytical mindset, and problem -solving skills. • Be able to work independently and maintain elevated levels of quality.