[Remote] Data Analyst

Note: The job is a remote job and is open to candidates in USA. World Investment Advisors is a nationally recognized financial services firm dedicated to providing premier independent retirement plan and investment advisory services. They are seeking a Data Analyst with strong financial literacy to support their RIA/BD business, focusing on building scalable analytics solutions and delivering data products that drive strategic decision-making.ResponsibilitiesDesign, maintain, and debug data pipelines to aggregate and normalize financial and operational data from Microsoft FabricDesign, maintain, and debug data integrations with third party partners/vendorsIdentify new data sources that would be useful for data analyticsBuild and maintain custom dashboards and reporting tools to monitor key metrics such as AUM growth, advisor productivity, fee revenue, and client retentionConduct deep-dive analyses on asset flows, pricing models, and advisor compensation structuresCollaborate with finance to support forecasting, budgeting, and reporting with clean, reliable dataDevelop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasksEnsure data integrity across systems and proactively identify discrepancies or anomaliesTranslate business questions into analytical frameworks and deliver actionable insightsSkillsBachelor's degree in Data Science, Computer Science, Finance, or a related field3+ years of experience in a data analytics role, ideally within financial services or wealth managementStrong SQL and Python skills; experience with data wrangling, transformation, and automationFamiliarity with financial concepts such as revenue recognition, fee structures, and advisor compensationExperience with BI tools (Power BI, Tableau, Looker, etc.)Understanding of custodial platforms (e.g., Schwab, Fidelity, Pershing) and portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond) is a plusExcellent communication skills and ability to present complex data clearly to stakeholdersExperience working with CRM and financial planning tools (e.g., Salesforce, Redtail, eMoney)Ability to work independently and drive projects from concept to execution with minimal oversightComfortable presenting data insights to non-technical stakeholdersKnowledge of advisor payout grids and RIA/BD economicsBenefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsuranceGenerous Paid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalanceMaternity/Paternity Leave PolicyRemote Work OpportunityBonus programMentorship OpportunitiesAbility to serve on different internal steering committees and Employee Resource GroupsProfessional growth opportunitiesFriendly and collaborative work environmentCompany OverviewWorld is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. It was founded in 2012, and is headquartered in Monmouth Beach, New Jersey, USA, with a workforce of 1001-5000 employees. Its website is https://www.worldinsurance.com.Company H1B SponsorshipWorld Insurance Associates LLC has a track record of offering H1B sponsorships, with 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.