EP Wealth Advisors · 1 week ago
Data Analyst - Remote
United States
Full-time
Remote
Mid Level
$90K/yr - $120K/yr
3+ years expEP Wealth Advisors (EPWA) is a wealth management advisory firm specializing in serving high net worth individuals. The Data Analyst will be integral in shaping data management and governance processes, collaborating with stakeholders to ensure data accuracy and support firmwide reporting and analytics.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
Collaborate with IT and business teams to define and document data standards, naming conventions, and data quality rules
Work with the Snowflake implementation partner to help define and validate master data structures, metadata, and key data domains
Participate in the establishment of data stewardship processes to ensure data accuracy, consistency, and compliance
Contribute to the design of a business glossary and data catalog to improve data transparency and discoverability
Support data governance initiatives including data lineage, access control, and regulatory compliance documentation
Monitor and validate data pipelines and Snowflake tables to ensure accuracy and completeness
Develop and maintain data quality dashboards or reports to highlight discrepancies and trends
Identify data anomalies, inconsistencies, or missing records and work with technical teams to address root causes
Participate in regular data audits and assist in implementing remediation plans
Recommend process improvements and automations to strengthen data quality controls
Analyze operational and financial data to identify trends, variances, and performance drivers
Create and maintain dashboards, reports, and visualizations to deliver insights to business leaders
Partner with department stakeholders (Operations, Finance, Compliance, Client Service) to define metrics and KPIs
Translate business questions into measurable analytics that support strategic initiatives and operational efficiency
Serve as a bridge between business users and technical teams to ensure analytical needs are aligned with data capabilities
Work closely with the Snowflake implementation partner to validate and test data models and integration workflows
Collaborate with data engineers to ensure data structures support accurate reporting and analytics
Document analytical processes, data sources, and key definitions for ongoing reference
Stay informed on best practices in data governance, quality management, and business intelligence
Qualification
Required
Bachelor's degree in Data Analytics, Information Systems, Business, or a related field
3–5 years of experience in a data analyst, data management, or business intelligence role
Experience working with or supporting enterprise data platforms (Snowflake experience preferred)
Proven track record in data quality management, data validation, or governance initiatives
Strong SQL skills for data querying, validation, and transformation
Proficiency in business intelligence tools (Tableau, Power BI, or similar)
Familiarity with cloud data environments such as Snowflake, Redshift, or BigQuery
Understanding of data governance frameworks, metadata management, and master data concepts
Experience working with data from CRM, portfolio management, or financial planning systems (e.g., Salesforce, Tamarac, Orion)
Proficiency in Excel for analysis and reporting
Strong understanding of data management principles including data lineage, data stewardship, and quality control
Ability to translate complex data findings into actionable business recommendations
Analytical Thinking: Able to interpret complex datasets and uncover meaningful insights
Attention to Detail: Ensures accuracy, consistency, and reliability in data handling
Communication: Capable of explaining data concepts to technical and non-technical audiences
Collaboration: Works effectively with cross-functional teams and external implementation partners
Ownership: Takes initiative to improve data quality, governance, and reporting processes
Preferred
Knowledge of wealth management or financial services data is a plus
Benefits
11 Paid Holidays + 2 floating holidays
3 Weeks (PTO)
Paid Volunteer Time
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.
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
2026-02-08
2026-02-03
Company data provided by crunchbase