Data Operations Analyst

CI Financial

Data Operations Analyst managing data quality and integration for Corient, a wealth management firm. Responsibilities include data management, M&A support, and documentation of operational processes.

Posted 4/25/2026full-timeMiami • Florida, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data managementdata operationsdata integritydata conversionsdata migrationsquality assuranceadvanced Excel modelingSQLDBT

Soft Skills

analytical skillsproblem-solvingcritical thinkingeffective communicationattention to detailindependencecollaboration