Data Analyst - Wealth Management (Snowflake/Albridge)

Data Analyst - Wealth Management (Snowflake/Albridge)

Anywhere

Type: Contract

Category: Data

Industry: Financial Services

Workplace Type: Remote

Reference ID: JN -022026-105355

Date Posted: 02/04/2026

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Description:

Remote

Our client operates in the wealth management and broker-dealer domain and requires a Data Analyst to drive data analysis across Albridge, custodian, commissions, and operational datasets. The engagement focuses on Snowflake, MS SQL, and Power BI to deliver actionable insights and reporting for business stakeholders.

Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $50.00 to $55.00/hr. w2

Responsibilities:

• Analyze custodian data and operational data to derive insights.

• Evaluate domain areas and present findings to stakeholders.

• Propose and present analysis details and recommended next steps.

• Collaborate with stakeholders and subject matter experts to refine requirements.

• Create output results and integrate data queries into BI reporting for business review.

• Deliver assigned duties while maintaining quality and timelines.

Experience Requirements:

• 6 to 10 years of data analysis experience.

• Experience with Snowflake data warehousing.

• Proficiency with MS SQL and strong understanding of Power BI and other BI tools.

• Experience working with a wealth management, broker-dealer, or RIA organization.

• Understanding of Albridge (PershingX) data feeds.

• Understanding of commissions data and related processes.

• Strong communication and presentation skills in English, both oral and written.

• Proficiency with Microsoft Word, Excel, Outlook, PowerPoint, and web tools.

• High attention to detail, analytical mindset, and problem-solving skills.

• Ability to work independently and collaborate in a global virtual team setup.

• Service-oriented approach with commitment to meeting expectations and deadlines.

Education Requirements:

• Bachelor's degree preferred,significant experience may be considered in lieu of a degree.

• Certifications not required but are a plus.

Recruitment Transparency Notice

Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team ( [email protected] , 781-808-2924) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group's use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact [email protected] _.

About Eliassen Group:

Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!_