Data Analyst at CI Financial | Austin, TX, US | Rezi

Data Analyst at CI Financial

Data Analyst

CI Financial · Austin, TX, US

1 weeks ago

Data Analyst

CI Financial · Austin, TX, US

10 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies. We are looking for talented and motivated individuals to join our team, offering a supportive environment for growth and valuing contributions.

Responsibilities

  • Develop and maintain data analytics solutions for decision making, optimization, and business impact.
  • Develop and maintain dashboards, recurring reports, and analytical outputs.
  • Implement data validations to ensure data solution integrity.
  • Ensure data processes and outputs are robust, insightful, and timely.
  • Address ad-hoc analysis requests with clear, well-structured, and actionable insights.
  • Maintain clear documentation of data sources, logic, transformations, lineage, and outputs.
  • Translate stakeholder needs into clear data specifications.
  • Act as a senior subject matter expert for enterprise analytics and reporting.

Requirements

  • 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 a quantitative discipline.
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Skills

  • Proficiency in SQL, DBT, and Tableau.
  • Data modeling and data quality frameworks.
  • Advanced Excel modeling skills preferred.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Effective communication (oral and written).
  • Strong documentation and attention to detail.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Location

  • Onsite

Work Type

  • Onsite 4 days per week

Experience Level

  • 2-3+ years

Education Level

  • Distinguished academic track record in quantitative discipline

Benefits

  • 401(k) Plan with Employer Matching
  • Four Medical Plan options generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Volunteer days

About the Company

  • Corient is the world’s largest multi-family office and non-bank wealth manager serving ultra-high- and high-net-worth clients.
  • We combine the personal service and objectivity of a boutique with the scale and resources of a global institution.
  • Our partnership model fosters collaboration over competition.
  • We deliver comprehensive solutions across investment management, wealth strategy and family office services.
  • Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.

Equal Opportunity

  • All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.