Junior Data Analyst

Company: Atria Wealth Solutions
Location: San Diego
Posted on: September 18, 2023

Job Description:

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.We are looking for a Junior Data Analyst to join our amazing platform team. This position is responsible for performing data delivery and quality analysis and support for requirements and testing on efforts to grow and optimize our advisor workstation. The Junior Data Analyst responsibilities will include migrating third party CRM data to advisor's workstation CRM and assisting Senior Data analysts with data comparison, manipulation, and analysis.Location: This position may be done HYBRID out of one the following home office locations or fully remote:

• Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
• San Diego, CA: 10150 Meanley Drive, San Diego 92131
• Syracuse, NY: 100 Madison Street, Syracuse 13202
• Fully Remote - USAThe anticipated annual base salary range for this position is $40,000 to $50,000. Exact compensation may vary based on skills, experience, and location. What you will do:
  • Data Delivery Analysis
    • Provide research and support for all in-bound & out-bound files.
    • Identify, communicate, and resolve data quality and delivery issues with data providers.
    • Provide testing support for all in-bound and out-bound files.
    • Monitor daily data delivery and ETL jobs.
    • Data Quality Analysis
      • Monitor data quality alerts and conduct data analysis on the alert outputs
      • Extract information from data sets and identify correlations and patterns
      • Ad-hoc SQL queries to support data analysis
      • Perform data reconciliations and support resolution of discrepancies
      • QA and UAT test of system changes
      • Migrating Third Party CRM Data to Advisor Workstation CRM (Unio)
        • Formulate a CRM data migration plan with Advisors.
        • Conduct data extraction from 3rd Party CRM.
        • Perform data clean up.
        • Work with developers to upload data to staging and production site.
        • Conduct testing in staging environment.
        • Provide updates and host meetings with advisors during data transition.
        • Manage, develop, and maintain reports for use by various departments.
        • Assist Senior Data Analysts with:
          • Data Comparison
          • Data Import / Export
          • Data Clean up
          • Data EntryMust haves:
            • Bachelor's Degree in or equivalent work experience
            • 2+ years of experience working data in business environment
            • Proficiency in SQL, MS Office products, specifically Excel
            • Excellent problem-solving and analytical skills
            • Strong attention to details
            • Experience with business intelligence tools
            • Strong oral communication skills
            • Strong written communication skills
            • Strong data entry/keyboard typing skills
            • Self-motivated, demonstrate high level of initiativeWhy work at Atria?In addition to a competitive salary, we provide a full benefits package that includes:
              • Medical & Prescription Drug Insurance
              • Health Advocacy
              • Telehealth
              • Dental Insurance
              • Vision Insurance
              • Health Savings Account
              • Flexible Spending Accounts
              • Short-Term Disability Insurance
              • Long-Term Disability Insurance
              • Life Insurance
              • Paid time off, Paid Holiday, Paid Birthday
              • Critical Illness, Accident & Hospital Indemnity Coverage
              • Identity Theft
              • Employee Assistance Program
              • Pet Insurance
              • Legal Plans
              • Virtual Therapy
              • Virtual Mental WellCare
              • Long-Term Care
              • Retirement 401(k) Savings Plan with matchingAt Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.It's time for the next step in your career. Apply now.

Keywords: Atria Wealth Solutions, San Diego , Junior Data Analyst, Professions , San Diego, California