Operations Data Analyst

Dallas, Texas, United States

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Allworth Financial

Allworth Financial is a Registered Investment Adviser that provides customized and comprehensive financial guidance.

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Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a $13 billion firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 100 RIA in 2020.

Summary

Working on the Operations Team in coordination with Analytics & Insights, the Operations Data Analyst will provide efficiencies, process improvement solutions, and basic reporting insights for the operations team. The Operations Data Analyst’s technical skill and curiosity will help achieve economies of scale for Financial Services and the company at large.

This is a full-time position with hybrid work options.

The ideal candidate must have the following:

  • Attention to detail and understanding of how the tasks operations performs effects the entire organization
  • Ability to work with a team as well as individually to help achieve department goals and timeliness of production needs
  • Interdepartmental communication and working with various levels of associates to kick off new initiatives
  • Ability to organically identify pain points and propose solutions
  • Able to prioritize issues and projects in a growing environment

Responsibilities

  • Work directly with VP of Operations to support operations functions in Tamarac
  • Collaborate with other departments and third parties to realize operational efficiencies
  • Merge historical Portfolio Accounting data from acquired firms into Tamarac
  • Support Operations Integrations team to onboard new partners

Requirements

  • Prior experience using the following systems –
    • Portfolio Accounting systems such as Tamarac, Orion, Wealthscape etc.
    • Tableau, Microsoft Power BI, Google Analytics, or similar BI software experience preferred but not required
    • Microsoft excel; able to utilize pivot tables, lookups, and other advanced functions
    • Process mapping software such as Microsoft Visio or Lucidchart preferred
  • Strong attention to detail
  • Know how to create process and systems documentation

 

 

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package including flexible work arrangements, paid time off, medical and other insurances, Retirement Benefit – 401K and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Most benefits are available to full time associates. Part Time or Intern associates may not be eligible for all benefits. 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Tags: Excel Power BI Research Tableau

Perks/benefits: 401(k) matching Competitive pay Equity Flex hours Flex vacation Startup environment

Region: North America
Country: United States
Job stats:  13  2  0
Category: Analyst Jobs

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