Pathstone · 6 hours ago
Associate, Data Operations
New York, NY
Full-time
Hybrid
Entry Level
$75K/yr - $90K/yr
1+ years expPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families and foundations. The Data Operations Associate will be a key member of the centralized data operations team, ensuring clean, accurate, and timely data to enhance decision-making and operational efficiencies across the organization.
AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
No H1B
Responsibilities
Assist with data aggregation, governance, and validation, which includes working with data aggregation service providers and various data platforms
Manage and integrate data across internal business groups and operational processes (e.g. billing, compliance, client reporting, investment research data management, client onboarding, etc.)
Enhance, automate, and streamline data operational processes through technology, process improvements, data enrichment and data analysis
Support data systems implementation and analytics work (e.g. Monte Carlo simulations, Power BI) in collaboration with other business groups
Work independently and prioritize tasks based on urgency and deadlines
Assist in the collection, validation, and maintenance of large amounts of financial data
Build and manage data validation processes, rules, and frameworks to ensure data quality and integrity
Collaborate closely with data aggregation service provider to ensure accurate client reporting across various asset classes
Collaborate on data- and database-related projects that serve to enhance data quality, efficiency, and scalability across the organization
Perform daily maintenance of data workflow processes, ranging from automated data capture, validation, and reconciliation
Leverage data extraction tools and technology to optimize and automate data aggregation processing
Troubleshoot data-related inquiries and provide administrative data support for various internal business units
Become a subject matter expert on data platforms (e.g. Addepar, Factset, Salesforce, etc.) and processes across the firm
Participate in data analytics work by using various tools and assisting in analyzing data trends, patterns, and insights in support of internal stakeholders and business groups
Qualification
Required
Bachelor's degree in Finance, Economics, Business, Information Technology, or Data Science
Basic to intermediate SQL knowledge
Possess a basic knowledge of financial markets and reporting
Enjoy working with large amounts of data, complex problem-solving as it relates to data and operations, and working in a team-oriented culture built on collaboration
Possess a keen interest in data management, operations, and technology
Enjoy tackling complex, multi-dimensional problems and coming up with actionable solutions
Are adept at balancing a strong process orientation with a willingness to 'think outside of the box' in identifying creative solutions as it pertains to data and operational efficiency
Demonstrate a strong ability to multi-task and balance time-sensitive priorities while maintaining a high level of attention to detail and accuracy
Value and model the attributes that make our team great: collaboration, excellence, good judgment, initiative, innovation, integrity, and inclusive leadership
Operate with excellent organizational skills, demonstrating the ability to handle pressure and work in a fast-paced, deadline driven environment
Have excellent written/verbal communication and interpersonal skills
Prioritize strong customer/client service orientation
Work effectively in a collaborative and collegial team environment
Show an ability to quickly adopt new technology platforms
Preferred
Basic to intermediate knowledge of other programming languages (R, Python, VBA, etc.)
1 – 2 years of private fund administration, financial reporting, and/or data operations experience
Proficiency in Microsoft Office applications with advanced Excel skills
Experience using Power BI or similar data visualization applications
Experience using Salesforce
Benefits
Comprehensive medical, vision, and dental coverage
Flexible spending
Flexible PTO
Life insurance
Education support
401k plan
Parental leave
And more
Company
Pathstone
Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Leadership Team
Allan Zachariah
Co-Chairman
Recent News
Company data provided by crunchbase