Senior Data Analyst - Wealth Management
Not Disclosed•Full-TimeOn-site
location_on906, Congress Avenue, Downtown, Austin, Travis County, Texas, 78701, United States
About the Company
Incedo is a US-based consulting, data science, and technology services firm with over 4,000 professionals across six offices in the US, Mexico, and India. We help clients achieve a competitive advantage through end-to-end digital transformation. Our unique value proposition lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, banking, wealth management, product engineering, and life science & healthcare industries.
About the Role
We are seeking a highly skilled Data Analyst – Wealth Management to join our growing team in Austin. This is a discovery- and analysis-driven role designed for a curious, detail-oriented professional who thrives on understanding complex financial data. You will translate business needs into clear data logic and surface insights that drive critical decisions.
In this position, you will partner closely with investment teams, operations, technology, and business stakeholders to understand functional requirements and ensure data is accurate, consistent, and fit for purpose. While hands-on experience with Python and Databricks is a plus, the role is fundamentally about analytical depth and business understanding rather than pipeline engineering. You will act as a bridge between business teams and technology, ensuring data solutions are grounded in real operational needs.
The Day-to-Day
Your work will involve exploring and profiling large, complex financial datasets to understand structure, lineage, gaps, and anomalies across custodian, portfolio, and transaction data. You will identify data relationships and inconsistencies to inform data mapping and transformation logic. A significant portion of your time will be dedicated to conducting deep-dive analysis on wealth management data—including positions, returns, benchmarks, fees, and cash flows—to validate completeness and accuracy.
You will engage directly with advisors, portfolio managers, and compliance teams to gather and document functional data requirements. You will translate these requirements into precise data logic and acceptance criteria, defining calculation logic for KPIs such as AUM, performance returns, and client segmentation. Additionally, you will write complex SQL queries to analyze datasets, validate pipeline outputs, and develop test cases to verify transformation logic. Finally, you will translate complex financial data findings into clear, concise narratives and recommendations for non-technical audiences, ensuring all reporting outputs comply with financial regulations and internal data governance standards.
Equal Opportunity
Incedo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Work location
Work model: On-site
906, Congress Avenue, Downtown, Austin, Travis County, Texas, 78701, United States
Austin, Texas
Key Responsibilities
- check_circleExplore and profile large financial datasets to identify structure, gaps, and anomalies
- check_circleConduct deep-dive analysis on wealth management data to validate completeness and accuracy
- check_circleDocument data dictionaries, field definitions, and business logic for technical and non-technical teams
- check_circleEngage with business stakeholders to gather and document functional data requirements
- check_circleTranslate business requirements into precise data logic, transformation rules, and acceptance criteria
- check_circleDefine and formalize calculation logic for KPIs such as AUM, performance returns, and fee schedules
- check_circleWrite complex SQL queries including CTEs, window functions, and aggregations for analysis and reporting
- check_circleValidate pipeline outputs by reconciling counts, amounts, and key metrics to confirm data integrity
Requirements
- verifiedBachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field
- verified8-10+ years of experience in a data analyst role within wealth management, asset management, or institutional investments
- verifiedExpert-level SQL skills including complex multi-table joins, CTEs, window functions, subqueries, and analytical query design
- verifiedProficiency with Python for data analysis (pandas, numpy)
- verifiedFamiliarity with Databricks or similar cloud data platforms
- verifiedSolid understanding of wealth management data including custodian feeds, portfolio holdings, performance returns, AUM, fees, and transactions
- verifiedUnderstanding of data governance, data quality frameworks, and regulatory compliance in financial services
Nice to Have
Hands-on experience with PySpark or Databricks (Delta Lake, Spark SQL, notebooks) for large-scale data processing. Experience building or contributing to data pipelines, ETL processes, or workflow automation in a financial services context. Exposure to custodian data formats and feeds (Schwab, Pershing, Fidelity, etc.) and reconciliation processes. Experience with wealth management or portfolio management platforms such as Addepar, Orion, or Black Diamond. Familiarity with cloud data platforms such as AWS, Azure, or Snowflake. Knowledge of predictive analytics or basic ML applications in financial services (e.g., client segmentation, risk modeling). Certifications in data analytics, financial analysis (CFA, CIPM), or cloud platforms.
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Skills, education and keywords
Skills: SQL, Python, Databricks, Pandas, Numpy, Pyspark, Delta Lake, Spark SQL, Aws, Azure.
Education: Bachelor's degree in Finance, Data Science, Business Analytics, or related field required; Master's degree in Finance, Data Science, Business Analytics, or related field required.
Frequently asked questions about Senior Data Analyst - Wealth Management at qode.world
What does a Senior Data Analyst - Wealth Management at qode.world do?expand_more
A Senior Data Analyst - Wealth Management at qode.world is responsible for the following: Explore and profile large financial datasets to identify structure, gaps, and anomalies; Conduct deep-dive analysis on wealth management data to validate completeness and accuracy; Document data dictionaries, field definitions, and business logic for technical and non-technical teams; and Engage with business stakeholders to gather and document functional data requirements.
What are the requirements for this Senior Data Analyst - Wealth Management role?expand_more
To qualify for the Senior Data Analyst - Wealth Management at qode.world position, applicants should have: Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field; 8-10+ years of experience in a data analyst role within wealth management, asset management, or institutional investments; Expert-level SQL skills including complex multi-table joins, CTEs, window functions, subqueries, and analytical query design; Proficiency with Python for data analysis (pandas, numpy); Familiarity with Databricks or similar cloud data platforms; and Solid understanding of wealth management data including custodian feeds, portfolio holdings, performance returns, AUM, fees, and transactions.
Where is the Senior Data Analyst - Wealth Management role at qode.world located?expand_more
Senior Data Analyst - Wealth Management at qode.world is based in 906, Congress Avenue, Downtown, Austin, Travis County, Texas, 78701, United States. This is a on-site role.
Is this Senior Data Analyst - Wealth Management job remote, hybrid, or on-site?expand_more
qode.world has listed this Senior Data Analyst - Wealth Management role as on-site.
How much experience is required for this Senior Data Analyst - Wealth Management role?expand_more
Senior Data Analyst - Wealth Management at qode.world typically requires 8–10 years of relevant experience at the senior level.
What skills do you need for the Senior Data Analyst - Wealth Management role at qode.world?expand_more
Key skills for Senior Data Analyst - Wealth Management at qode.world include SQL; Python; Databricks; Pandas; Numpy; Pyspark; Delta Lake; and Spark SQL.
What education is required for Senior Data Analyst - Wealth Management at qode.world?expand_more
Educational requirements for this role: Bachelor's degree in Finance, Data Science, Business Analytics, or related field required; and Master's degree in Finance, Data Science, Business Analytics, or related field required.
What category does the Senior Data Analyst - Wealth Management role belong to?expand_more
Senior Data Analyst - Wealth Management at qode.world is part of the accounting & finance job category on Recrutus.