Job Information
Coldstream Wealth Management Data Analyst (Financial Services) in Seattle, Washington
Job Descriptions:
Are you looking to kick-start your career as a data analyst in wealth management? If so, our position may be the perfect first step for you. This role offers a dynamic opportunity to utilize your technical expertise in a fast-paced, data-centric environment, including using your expertise in Python to automate data processing.
We provide an upbeat, friendly environment where you will be rewarded for taking initiative, collaborating, suggesting process improvements, and having fun while doing it. This is a hybrid role in Seattle (South Lake Union) working in office 2-3 days per week.
The Data Analyst reports to a Senior Operations Associate and works very closely with other Operations Associates and our Operations Manager.
Our operations team supports our 9 wealth management teams by managing our investment reporting and portfolio rebalancing systems, delivering quarterly investment performance reports and management fee invoices, answering questions on investment performance, running ad hoc reports for client teams, and working with other corporate teams to support their functions.
You will contribute by:
Fielding questions regarding alternative investment processes, subscriptions and maintenance, performance reporting, and troubleshooting and resolving issues
Retrieving, tracking, and distributing alternative tax documents to client portals
Recording valuations, distributions, and capital calls in Tamarac reporting system and auditing for performance abnormalities
Configuring new funds and securities in Tamarac and Salesforce
Developing, documenting, and training on internal best practices, serving as a subject matter expert for alternative investments reporting
Performing and developing audits to ensure accuracy of investment data
Maintaining Python scripts to process investment documents
Providing overflow support to the operations team
Required Experience:
What you bring:
Proficiency with Microsoft Office programs, including experience using Excel to manipulate and process data (pivot tables, x-lookups, etc.)
Experience working with large data sets, data cleaning and analysis
Knowledge of automation tools and proficiency with Python and/or similar languages
A Bachelor’s degree
Outstanding research, collaboration, communication, and problem-solving skills
Excellent organizational skills, detail orientation, and ability to prioritize effectively
Experience in the wealth management industry with exposure to Tamarac, Salesforce CRM, and/or similar systems is a plus
Keyword: Data Analyst (Financial Services)
From: Coldstream Wealth Management