Note: The job is a remote job and is open to candidates in USA. World Investment Advisors is a nationally recognized financial services firm dedicated to providing premier independent retirement plan and investment advisory services. They are seeking a Data Analyst with strong financial literacy to support their RIA/BD business, focusing on building scalable analytics solutions and delivering data products that drive strategic decision-making.
Responsibilities
- 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
Skills
- 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
- Experience working with CRM and financial planning tools (e.g., Salesforce, Redtail, eMoney)
- Ability to work independently and drive projects from concept to execution with minimal oversight
- Comfortable presenting data insights to non-technical stakeholders
- Knowledge of advisor payout grids and RIA/BD economics
Benefits
- 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
- Bonus program
- Mentorship Opportunities
- Ability to serve on different internal steering committees and Employee Resource Groups
- Professional growth opportunities
- Friendly and collaborative work environment
Company Overview
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. It was founded in 2012, and is headquartered in Monmouth Beach, New Jersey, USA, with a workforce of 1001-5000 employees. Its website is https://www.worldinsurance.com.Company H1B Sponsorship
World Insurance Associates LLC has a track record of offering H1B sponsorships, with 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.