Integration Data Analyst
New
F
Focus Partners WealthWealth Management
We would like for this person to work onsite 3 days/week in our St. Louis office. However, we are open to having someone work Remote if they meet all the qualifications.Full-TimeMiddle
Salary$55,000-$65,000
Apply NowOpens the employer's application page
Job Details
- Experience
- Five or more years of experience in investment operations, client service, compliance, data analysis, systems integration, or a related field.
- Required Skills
- Data AnalysisMicrosoft Excel
Requirements
- Bachelor’s degree in business, finance, data analytics, operations, information systems, or a related field; equivalent relevant professional experience may be considered.
- Strong client service orientation with the ability to support internal and external stakeholders with professionalism, responsiveness, and sound judgment.
- Advanced proficiency in Microsoft Office, particularly Excel, with the ability to analyze, reconcile, summarize, and present complex data clearly.
- Strong analytical, critical thinking, and problem-solving skills, with the ability to assess data discrepancies, identify root causes, and recommend practical next steps.
- High standards for accuracy, timeliness, follow-through, documentation, and overall quality of work.
- Five or more years of experience in investment operations, client service, compliance, data analysis, systems integration, or a related field preferred.
- Three or more years of Focus experience preferred.
- Advanced proficiency with Orion Advisor Services, including performance, billing, account data, and related operational workflows preferred.
- Experience using client relationship management systems, workflow tools, and collaborative project management environments preferred.
- Working knowledge of custodial platforms, account administration, and related investment operations processes preferred.
Responsibilities
- Partner with the Onboarding & Integration team to support the successful execution of system integration plans for acquired Focus offices.
- Coordinate and support day-to-day integration activities related to Orion and other operational systems used throughout acquisition, onboarding, and conversion efforts.
- Perform detailed comparisons between legacy systems and Orion to validate account performance, billing, and related operational data.
- Collect, analyze, reconcile, and document data from multiple source systems to support accurate, complete, and reliable information within master systems.
- Identify data discrepancies, assess potential impacts, escalate issues as appropriate, and help coordinate timely resolution with internal teams and external partners.
- Prepare status updates, reporting materials, documentation, and planning resources that provide clear visibility to Operations and Integration leadership.
- Assist with onboarding and training for operations functions at new Focus offices, including Orion-related support for Client Service associates as needed.
- Develop and deliver presentations, training materials, and Advisor Development content related to operations, systems, data, and integration topics as needed.
View Full Description & ApplyYou'll be redirected to the employer's site
