Data Analyst- Wealth Management

Role: Data Analyst Location: New York NY and hybrid (3-4 days) Job Description: Sr. Data Analyst – IBOR / AWS / SQL Role Overview We are seeking a Data Analyst with strong expertise in investment operations, position reconciliation, SQL and AWS services. The analyst will be responsible for analyzing position, transaction, and balance data for a books and records platform; answering daily data-led production support inquiries; producing functional documentation for AWS development. This role requires a blend of technical, business, and problem-solving skills, with a strong focus on data discovery, analysis, and production support. Key Responsibilities • Analyze position, transaction, and balance data within the books and records platform to ensure accuracy, consistency, and completeness. • Collaborate with business and technology teams to gather requirements and create clear, actionable business requirement documents for books and records initiatives. • Develop functional documentation to guide AWS developers and service implementation. • Use SQL (including Athena) extensively for data discovery, validation, root cause analysis, and production support. • Partner with agile teams, contributing to backlog refinement, sprint planning, and delivery. • Provide insights into books and records data flows, dependencies, and reconciliation needs. • Support production by troubleshooting data issues, identifying gaps, and recommending solutions. Qualifications • Proven experience working with IBOR data (positions, transactions, balances) in financial services or asset management. • Strong SQL skills, including advanced querying, performance optimization, and experience with AWS Athena. • Understanding of AWS services (e.g., S3, Glue, DynamoDB, etc) and ability to document functional requirements for AWS developers. • Solid understanding of agile methodology and working in cross-functional teams. • Strong analytical and problem-solving skills, with ability to translate complex data into actionable insights. • Excellent communication skills for documenting business requirements and functional designs. Nice to Have • Familiarity with data governance and data quality practices. • Experience in production support for large data systems. • Knowledge of investment operations or portfolio accounting systems.