Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. We provide a comprehensive range of services and deep expertise goes far beyond investment advice. The Data Operations Associate position offers an opportunity to serve as a key member of our centralized data operations team focused on ensuring clean, accurate, and timely data to enhance decision-making, mitigate risk, and drive operational efficiencies and excellence at scale across the organization.
Requirements
- Bachelor’s degree in Finance, Economics, Business, Information Technology, or Data Science.
- Basic to intermediate SQL knowledge.
- Basic knowledge of financial markets and reporting.
- Experience with data management, operations, and technology.
- Ability to multi-task and balance time-sensitive priorities while maintaining a high level of attention to detail and accuracy.
- Excellent written/verbal communication and interpersonal skills.
- Strong customer/client service orientation.
- Ability to quickly adopt new technology platforms.
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending
- Flexible PTO
- Life insurance
- Education support
- 401k plan
- Parental leave
To apply for this job please visit recruiting.ultipro.com.
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