World Insurance Associates LLC logo
World Insurance Associates LLC

Large Resources. Local Relationships.

Data Analyst

Data AnalystData AnalystFull TimeRemoteSeniorTeam 1,001-5,000Since 2012H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

$95K - $110K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglishPythonSQLTableau

Job Description

Data Analyst

World Insurance Associates LLC

• Design, maintain, and debug data pipelines to aggregate and normalize financial and operational data from Microsoft Fabric. • Design, maintain, and debug data integrations with third party partners/vendors. • Identify new data sources that would be useful for data analytics. • Build and maintain custom dashboards and reporting tools to monitor key metrics such as AUM growth, advisor productivity, fee revenue, and client retention. • Conduct deep-dive analyses on asset flows, pricing models, and advisor compensation structures. • Collaborate with finance to support forecasting, budgeting, and reporting with clean, reliable data. • Develop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasks. • Ensure data integrity across systems and proactively identify discrepancies or anomalies. • Translate business questions into analytical frameworks and deliver actionable insights.

Job Requirements

  • Bachelor’s degree in Data Science, Computer Science, Finance, or a related field.
  • 3+ years of experience in a data analytics role, ideally within financial services or wealth management.
  • Strong SQL and Python skills; experience with data wrangling, transformation, and automation.
  • Familiarity with financial concepts such as revenue recognition, fee structures, and advisor compensation.
  • Experience with BI tools (Power BI, Tableau, Looker, etc.).
  • Understanding of custodial platforms (e.g., Schwab, Fidelity, Pershing) and portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond) is a plus.
  • Excellent communication skills and ability to present complex data clearly to stakeholders.

Benefits

  • 401(k) with Employer Match
  • Health Insurance (with HSA option)
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Generous Paid Time Off Policy
  • Flexible Spending Account (FSA)
  • Healthy Work/Life Balance
  • Maternity/Paternity Leave Policy
  • Remote Work Opportunity

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