Data Analyst – Wealth Management

qode.world

Join as a Data Analyst in Wealth Management in Austin, TX. Focus on data analysis, SQL, and business insights.

Posted 6/2/2026full-timeAustin • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

CloudETLNumpyPandasPythonSparkSQL

About the role

Key responsibilities & impact

Join the growing team at Austin, TX as a Data Analyst – Wealth Management
Write sophisticated SQL queries and analyze large datasets
Define business logic and validate data across wealth management systems
Partner with investment teams, operations, and technology stakeholders

Requirements

What you’ll need

Expert-level SQL skills including:
Complex joins
CTEs
Window functions
Subqueries
Analytical query design
Strong experience with:
Data discovery and profiling
Data quality analysis
Root cause investigation
Functional requirements gathering
Hands-on experience validating ETL/Data Pipeline outputs
Strong understanding of:
Wealth Management data
Portfolio holdings
AUM
Performance returns
Fees and transactions
Experience with Python for data analysis (Pandas, NumPy)
Familiarity with Databricks, Spark SQL, or cloud-based data platforms
Excellent communication and stakeholder management skills
Ability to translate business requirements into precise data logic and acceptance criteria

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 – Wealth Management 🔥 7 minutes ago 🏢🏡 Austin – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 📉 Data Analyst Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Join the growing team at Austin, TX as a Data Analyst – Wealth Management
Write sophisticated SQL queries and analyze large datasets
Define business logic and validate data across wealth management systems
Partner with investment teams, operations, and technology stakeholders 🎯 Requirements
Expert-level SQL skills including:
Complex joins
CTEs
Window functions
Subqueries
Analytical query design
Strong experience with:
Data discovery and profiling
Data quality analysis
Root cause investigation
Functional requirements gathering
Hands-on experience validating ETL/Data Pipeline outputs
Strong understanding of:
Wealth Management data
Portfolio holdings
AUM
Performance returns
Fees and transactions
Experience with Python for data analysis (Pandas, NumPy)
Familiarity with Databricks, Spark SQL, or cloud-based data platforms
Excellent communication and stakeholder management skills
Ability to translate business requirements into precise data logic and acceptance criteria 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 Data Analytics Analyst/Manager 🔥 17 hours ago Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Data Analytics Analyst/Manager delivering actionable insights for Cloud Success at Salesforce. Collaborating with teams to tackle diverse analytics challenges and support decision-making. 🏢🏡 Austin – Hybrid 💵 $99.4k - $186.3k / year ⏰ Full Time 🟠 Senior 🔴 Lead 📉 Data Analyst 🦅 H1B Visa Sponsor Energy Market Analytics Manager 🕒 May 2 Origis Energy 201 - 500 ⚡ Energy Website LinkedIn All Job Openings Energy Analytics Manager applying advanced modeling to assess market value at Origis Energy. Collaborating with Grid Analysis and Development teams in a full-time role. 🏢🏡 Austin – Hybrid ⏰ Full Time 🟠 Senior 🔴 Lead 📉 Data Analyst 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 Analytics Analyst 🕒 March 17 Emerson 10,000+ employees 🏢 Enterprise ⚡ Energy ☁️ SaaS Website LinkedIn All Job Openings Principal Analytics Consultant delivering robust datasets and high‑quality dashboards for Emerson's sales and marketing teams. Collaborating closely with IT and Data Office on analytics capabilities modernization. 🏢🏡 Austin – Hybrid ⏰ Full Time 🟠 Senior 🔴 Lead 📉 Data Analyst 🦅 H1B Visa Sponsor 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 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

SQLcomplex joinsCTEswindow functionssubqueriesanalytical query designdata discoverydata quality analysisroot cause investigationPython

Soft Skills

communicationstakeholder managementrequirements gatheringdata logic translation