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    TI

    Tiedemann Advisors

    Wealth Management

    Associate, Data Operations and Reporting

    Wilmington, United StatesOn-SiteFull-time5+ yrs experiencePosted 3w ago
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    Job description

    AlTi is seeking an Associate for a newly created Data Operations and Reporting Team as part of our continued global growth. 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. We are looking for someone with an understanding of and compliance with SOX, data governance principles, information barriers and information security.

    The Data Operations and Reporting Team will work to map and optimize dataflows/data processes across the business, deliver intelligence from data, and maintain data quality through effective data governance and management to provide a "single source of truth".

    Job Responsibilities

    • 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
    • Bachelor’s Degree
    • Minimum of 5 years’ experience within financial services
    • Strong written and verbal communication skills
    • Solutions oriented professional
    • Ability to prioritize, be exceptionally organized, and have extreme attention to detail
    • Ability to communicate effectively cross-functionally with people at all levels of seniority
    • Superb analytical skills
    • Experience with systems relating to performance reporting and client relationship management, preferably Addepar and Salesforce
    • Desire to work within a collaborative, fast paced team environment
    • Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint

    Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

    Job details are sourced from the employer's original posting.

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    TI

    About the company

    Tiedemann Advisors

    Tiedemann Advisors, LLC (“Tiedemann”) is a top-ranked, independent wealth advisory firm. For more than 20 years, we have been at the forefront of adopting new wealth management practices and providing comprehensive wealth services including investment management, wealth and estate planning, education and governance and trust administration. Our firm is one of the largest Impact Investing firms in the industry working with clients to invest in an environmentally sustainable and socially responsible way. Our Trust Company is based in Delaware, a highly advantageous state with progressive trust laws. In January 2023, Tiedemann, TIG Advisors and Alvarium Investments are expected to merge and form Alvarium Tiedemann | AlTi and to become publicly traded on Nasdaq. AlTi is expected to be a leading independent, global investment firm providing institutions, entrepreneurs, families, and emerging next-generation leaders with fiduciary capabilities as well as investment strategies and services. AlTi’s mission is to support clients in optimizing the long-term value of their assets to achieve a shared goal of generating sustainable financial returns with net positive impact. We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients. Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world. As a growing global firm, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

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    Industry
    Wealth Management
    Open roles
    3

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