Associate, Data Operations and Reporting

On Site Full TimeWilmington, Delaware, United StatesTiedemann Advisors

AlTi is seeking an Associate for a newly created Data Operations and Reporting Team. The Associate will be a key team member as we build out the Data Ownership, and Reporting/Analytics Team. The role will focus on how data is captured, maintained, and made accessible to users.

Requirements

  • Drive implementation of data operations function to support data integrity, reporting, trading, and portfolio management
  • Identify and automate data manipulation tasks performed by the business by continuously monitoring and evaluating incoming data
  • Establish a center of excellence for modelling, visualizing, and reporting data
  • Work on new product development and enhancements including evaluating new or alternative technologies to improve workflow and product offering
  • Monitor escalation items for clients and advisors as well as research and respond accordingly
  • Assist with presentations and proposals using Microsoft PowerPoint and Excel

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