EP Wealth Advisors · 13 hours ago
Data & Analytics Associate - Remote
United States
Full-time
Remote
New Grad, Entry LevelEP Wealth Advisors is seeking a Data & Analytics Associate to support the business management team through data insights reporting and operational support. The role involves analyzing financial data, developing reports, and providing actionable recommendations to improve business performance.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
Gather, organize, and analyze financial data from various sources to identify trends, variances, and key performance indicators (KPIs)
Build and maintain business models for budgeting, forecasting, and scenario analysis
Develop financial forecasts and projections to support strategic and long-term planning
Track and analyze the company's financial performance and cost management
Provide data-driven recommendations and business insights to management to help guide decisions and improve financial performance
Design and develop comprehensive reports and dashboards to stakeholders and senior management
Automate and enhance repeatable tasks using programming and analytics tools
Owns the business analysis that helps to run the business
Qualification
Required
Bachelor's degree in business, Operations, Finance, or related field
Programming tools: Python, SQL, R
Data/Analytics: Power BI, Salesforce, Tableau, Excel
Strong analytical acumen helping to understand trends and key data points that will help leadership run the business
Proven track record of successful program leadership in complex environments
Strong ability to design and execute business strategies and financial oversight
Excellent communication skills with experience in crafting executive content and managing internal and external messaging
Ability to collaborate effectively with cross-functional teams and drive organizational alignment
Demonstrated expertise in managing resources, developing performance standards, and leading business development initiatives
Benefits
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
Company
EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
Founded in 2004
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$500MKey Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown
Leadership Team
C
Christopher Toumajian
Chief Financial Officer
Laura Knolle
Vice President
Recent News
Private Banker International
2026-01-07
Investment News
2026-01-06
2025-12-18
Company data provided by crunchbase