Data Analyst

World Insurance Associates LLC

Data Analyst at World Investment Advisors supporting financial performance through data analytics, dashboards, and insights. Collaborating with finance and operations teams and managing data pipelines in a remote role.

Posted 6/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $110,000 per yearWebsite

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SQLPythondata analyticsdata wranglingdata transformationdata automationdata pipeline designdata integrationdashboard developmentreporting tools

Soft Skills

communicationcollaborationanalytical thinkingproblem-solvingpresentation skills

Certifications

Bachelor’s degree in Data ScienceBachelor’s degree in Computer ScienceBachelor’s degree in Finance