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Data Analyst
qode.worldData Analyst supporting Wealth Management by analyzing data for client portfolios and investment performance. Collaborating with teams to enhance client outcomes and business efficiency.
About the role
Key responsibilities & impact- Collect, clean, and analyze financial and client data from multiple sources.
- Develop dashboards and reports to track portfolio performance, asset allocation, and risk metrics.
- Provide insights into client behavior, investment trends, and product performance.
- Support advisors with data-driven recommendations for client portfolios.
- Collaborate with investment teams to evaluate new products and strategies.
- Ensure compliance with regulatory requirements in data handling and reporting.
- Automate recurring reporting processes to improve efficiency.
- Present findings to stakeholders in clear, concise formats (visualizations, presentations, reports).
Requirements
What you’ll need- Bachelor’s/Master’s degree in Finance, Economics, Statistics, Data Science, or related field.
- 2–5 years of experience in data analysis, preferably within financial services or wealth management.
- Professional certifications (CFA, FRM, or Data Analytics certifications) are a plus.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account qode.world Website LinkedIn All Job Openings 11 - 50 employees 🤖 Artificial Intelligence 👥 HR Tech 🎯 Recruiter Artificial Intelligence
- HR Tech
- Recruitment qode. world is a company that leverages artificial intelligence to revolutionize the recruiting process. Their platform allows users to find candidates by sourcing data from billions of data points worldwide and provides data-driven insights. Users can connect with candidates directly through the platform, conduct customized AI-led interviews, and get comprehensive assessments. The service also integrates easily with LinkedIn, enhancing the talent pool and facilitating direct communication with candidates listed there. Qode. world offers additional recruiting services to assist in hiring for niche or senior roles. They are praised for their effectiveness in streamlining the hiring process and delivering quick results. Data Analyst 🔥 1 hour ago 🏢🏡 Austin – Hybrid ⏰ Full Time 🟢 Junior 🟡 Mid-level 📉 Data Analyst Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Collect, clean, and analyze financial and client data from multiple sources.
- Develop dashboards and reports to track portfolio performance, asset allocation, and risk metrics.
- Provide insights into client behavior, investment trends, and product performance.
- Support advisors with data-driven recommendations for client portfolios.
- Collaborate with investment teams to evaluate new products and strategies.
- Ensure compliance with regulatory requirements in data handling and reporting.
- Automate recurring reporting processes to improve efficiency.
- Present findings to stakeholders in clear, concise formats (visualizations, presentations, reports). 🎯 Requirements
- Bachelor’s/Master’s degree in Finance, Economics, Statistics, Data Science, or related field.
- 2–5 years of experience in data analysis, preferably within financial services or wealth management.
- Professional certifications (CFA, FRM, or Data Analytics certifications) are a plus. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs HR Coordinator – People Analytics Specialist 🕒 April 17 Asure Software 501 - 1000 ☁️ SaaS 👥 HR Tech Website LinkedIn All Job Openings HR Coordinator & People Analytics Specialist supporting HR operations and managing people analytics reporting. Ensuring data accuracy and handling sensitive employee information with confidentiality. 🏢🏡 Austin – Hybrid ⏰ Full Time 🟢 Junior 🟡 Mid-level 📉 Data Analyst Data Analyst, Data Intelligence 🕒 March 17 Acrisure 10,000+ employees 💸 Finance Website LinkedIn All Job Openings Data Analyst for Finance and Accounting functions in a fintech company. Leading reporting and analytics capabilities while collaborating with various stakeholders. 🏢🏡 Austin – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 📉 Data Analyst 🦅 H1B Visa Sponsor Merchant Analytics Manager 🕒 March 5 Upside 201 - 500 💸 Finance 🛒 Retail Website LinkedIn All Job Openings Merchant Analytics Manager analyzing data to assist merchant partners in understanding business impacts. Collaborating to improve product strategy and incremental profit opportunities at Upside. 🏢🏡 Austin – Hybrid 💵 $115k - $135k / year 💰 $100M Debt Financing on 2022-04 ⏰ Full Time 🟢 Junior 🟡 Mid-level 📉 Data Analyst 🦅 H1B Visa Sponsor View More Data Analyst Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs
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Hard Skills & Tools
data analysisfinancial analysisdashboard developmentreportingdata cleaningdata visualizationportfolio performance trackingrisk metrics analysisautomation of reporting processesclient behavior analysis
Soft Skills
communicationcollaborationpresentation skillsinsight generationdata-driven decision making
Certifications
CFAFRMData Analytics certifications