Data Operations Analyst

Key Responsibilities

• Data management. Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others.
• Data integrity. Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support.
• M&A support. Data conversions and migrations to integrate newly acquired firms into Corient.
• Documentation. Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations).

Qualifications

• 2-3+ years of experience in data science or analytics roles.
• Background in Financial Services, consulting, or high-growth technology environments preferred.
• Distinguished academic track record in quantitative discipline.

Skills and Competencies

• Experience in data operations, data management, or equivalent role.
• Demonstrated familiarity with advanced data tooling (e.g., SQL, DBT), or a strong aptitude to ramp up quickly in these tools.
• Previous experience with platforms like Salesforce or Addepar, or a strong aptitude to ramp up quickly in these tools.
• Advanced Excel modeling skills preferred.
• Strong analytical, problem-solving, and critical thinking skills.
• Effective communication, both orally and in writing.
• Strong documentation and attention to detail.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
• If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.