Lido Advisors, LLC, an established and expanding wealth management firm is seeking a Senior Associate of Data Analytics on our Operations Team. In this pivotal role, you will contribute significantly to the enhancement of our operational efficiency and play a key part in shaping our strategic decision-making processes through the application of data insights. The successful candidate will leverage their familiarity with the wealth management process and possess the analytical prowess to drive data-driven solutions that contribute to the overall success of our firm.
Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Most importantly, we value diverse perspectives that will contribute to our team’s and our firm’s competitiveness, capabilities, and culture.
Duties and Responsibilities
- Collect and analyze data to identify opportunities for improvements and operational efficiencies.
- Prepare detailed reports of findings and recommendations and communicate results to senior management.
- Examine and evaluate financial and information systems and document findings.
- Conduct data cleansing, validation, and transformation processes to ensure consistent and reliable data across multiple sources.
- Recommend and implement controls to ensure system reliability and data integrity.
- Apply system knowledge to extract, transform, and load data for analysis, ensuring data accuracy and integrity.
- Analyze data related to client matters, financials, and operational processes to identify trends, patterns, and opportunities for process improvement.
Requirements
- Bachelor's degree in a relevant field (e.g., Data Science, Computer Science, Business Analytics, or a related discipline).
- 5+ years experience in wealth management, finance, or a related field.
- Proven experience as a data analyst with a focus on data analysis and visualization.
- Solid understanding of Salesforce, including data extraction, manipulation, and reporting capabilities.
- Familiarity with data cleaning, transformation, and validation techniques.
- Strong SQL skills for querying and manipulating data.
- Excellent problem-solving abilities and keen attention to detail.
- Exceptional communication skills to convey complex findings to a variety of stakeholders.
- Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future:
$75,000 - $90,000
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