Data Operations Analyst

Responsibilities

• Data management . Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others
• Data integrity . Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support.
• M&A support . Data conversions and migrations to integration newly acquired firms into Corient.
• Documentation . Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations).

Requirements

• 2-3+ years of experience in data science or analytics roles.
• Background in Financial Services, consulting, or high-growth technology environments preferred.
• Distinguished academic track record in quantitative discipline.
• Skills and competencies
• Experience in data operations, data management, or equivalent role
• Demonstrated familiarity with advanced data tooling (e.g., SQL, DBT), or a strong aptitude to ramp up quickly in these tools.
• Previous experience with platforms like Salesforce or Addepar, or a strong aptitude to ramp up quickly in these tools.
• Advanced Excel modeling skills preferred.
• Strong analytical, problem-solving, and critical thinking skills.
• Effective communication, both orally and in writing.
• Strong documentation and attention to detail.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Physical Requirements
• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.
• U.S. Eligibility Requirements
• Must be 18 years of age or older.
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
• What You Can Expect from Us
• Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days
• Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We

Benefits

Additional Information

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ci? Share your experience