Data Analyst – Wealth Management

MongoDB, Inc. develops a modern data platform used by millions worldwide. The company has supported developers across many industries and was the first database provider to go public in over two decades. According to IDC, the global data management software market is expected to reach $138 billion by 2026. Role overview The Senior Data Analyst II, Product, will join the Data Analytics team in Austin. This position partners with Product Management, Engineering, Analytics, and other business groups to surface insights that influence product direction and business choices. What you will do Analyze data to spot trends, patterns, and opportunities that guide product strategy Work with stakeholders from various teams to understand their needs and deliver clear, actionable insights Share findings with colleagues across all levels of the organization Who succeeds in this role Strong analytical and technical abilities Comfort interacting with stakeholders at different levels Adaptability in a rapidly changing environment Location and work model This role is based in Austin, TX, and follows a hybrid work arrangement.

As the leading online platform trusted by real estate professionals for over 25 years, Realtor.com® has been instrumental in connecting buyers, sellers, and renters with invaluable insights and expert guidance to discover their ideal home. Our comprehensive suite of tools not only influences the real estate landscape but also simplifies the home buying process for consumers, ensuring a user-friendly experience that empowers informed decision-making.Join us in our mission to help more people find their way home by eliminating barriers, fostering connections, and instilling confidence through expert support.We are seeking a Senior Data Analyst to become an integral part of our team at Realtor.com®. This pivotal role focuses on delivering strategic and analytical insights crucial for optimizing the performance of our Real Pro Select product line. As this premium product expands its market share from approximately 13% to a more significant fraction of all For-Sale leads, your contributions will be vital to its success. This entails providing in-depth analysis to enhance product optimization, performance measurement, and ROI validation.Key Responsibilities:Act as a Strategic Thought Partner for product, revenue, and engineering teams, delivering insights to align our Real Pro Select product with company strategy.Innovate ways to optimize lead flow dynamics between premium and core products, including setting lead expectations and allocation recommendations.Utilize creative thinking to enhance product packaging and refine current strategies based on performance metrics and market trends.Establish a clear analytical framework to assess lead quality for Real Pro Select, ensuring alignment with pricing model assumptions, and recommend actionable interventions when necessary.Implement robust systems to monitor and evaluate customer ROI expectations for Real Pro Select.Analyze product performance against internal benchmarks, examining lead quality, conversion rates, and churn to create structured performance reports.Conduct comprehensive analyses on key performance indicators (KPIs), sales funnel metrics, and customer retention data to surface actionable insights.

Senior Business Analyst – Data & Reporting Enterprise Reporting Transformation Location: Austin, TX (Hybrid)Compensation: Competitive base + bonus + benefits Role Overview Togetherwork is on the lookout for a proactive and analytical Senior Business Analyst – Data & Reporting to spearhead pivotal aspects of our corporate data reporting transformation initiatives. In this role, you will integrate and harmonize data across Order-to-Cash (O2C), bookings, revenue, and operational systems to provide accurate, enterprise-level reporting that enhances revenue visibility, operational efficiency, and strategic growth decisions. This position is a vital collaborator with Finance, Corporate Operations, and Data Engineering leadership, ensuring that our bookings-to-revenue reporting is not only precise but also scalable and aligned with executive objectives. Primary Outcomes Trusted Bookings-to-Revenue Reporting: Deliver reconciled, enterprise-wide visibility from bookings through revenue recognition and cash collection. Revenue Transparency & Optimization: Uncover revenue leakage, identify performance gaps, and discover growth opportunities through advanced analytics. Standardized Enterprise KPIs: Foster alignment across Finance and Operations around consistent and documented metric definitions. Reduced Manual Reconciliation: Develop scalable reporting frameworks that minimize reporting cycle time and manual intervention. Executive-Ready Insights: Equip leadership with clear, actionable reporting that links operational performance to financial outcomes. Key Responsibilities Conduct cross-system data analysis across CRM, billing, ERP, revenue recognition, and operational platforms (e.g., Vitally). Identify and rectify data inconsistencies via structured reconciliation processes. Partner with Data Engineering and Architecture to define scalable data models that support enterprise O2C and revenue reporting. Design executive dashboards that integrate bookings, backlog, billings, ARR/MRR, deferred revenue, churn, and expansion metrics. Support forecasting, scenario modeling, and performance analysis to drive revenue growth. Establish governance standards for metric definitions and maintain reporting consistency across business units.

Join Our Team at SafeLeaseAt SafeLease, we are revolutionizing the way property and casualty insurance is sold, adapting to the rapid technological advancements in our industry. We recognize that the most significant inefficiencies lie not in technology, but in structural challenges, and we are building a dedicated team to address them head-on.As a profitable insurance provider, we design, underwrite, and distribute specialized coverage for commercial property owners and their tenants. Unlike most insurance companies that either distribute products or assume risks, we do both. We back our policies with our own capital, allowing us to control the entire process: from product design to technology deployment, enabling us to operate with speed and flexibility. This comprehensive ownership empowers us to save time and money for over 4,000 properties insured for billions across the nation.Our team of 70 is growing at an impressive rate of over 100% annually, achieving this without compromising our profitability or company culture. Here, you will have the autonomy to tackle a diverse range of challenges, work with cutting-edge technologies, and collaborate closely with a passionate team where every contribution is recognized. If you are eager to refine your skills in a serious yet dynamic environment, we invite you to apply.We are currently seeking a Senior Data Analyst, responsible for extracting and interpreting data insights related to our commercial real estate offerings. This role will engage with multiple teams, including product development, finance, and marketing, to pinpoint opportunities for enhancing revenue, optimizing pricing, and automating processes.

Join our dynamic and innovative team in Austin, Texas, where we are transforming the trust, luxury, and finance experience in India. This is an exciting opportunity to thrive in a high-growth, early-stage environment characterized by constant change and creativity.As a Product Analyst, you will play a pivotal role in empowering our organization with data-driven insights that facilitate effective problem-solving and informed decision-making. We value a proactive approach to diagnosis over mere analysis, and we expect you to possess a strong business acumen in addition to your analytical skills.

Join DigitalOcean as a Senior Data Center Engineer II, where you will play a crucial role in managing and optimizing our data center operations. You will be responsible for ensuring the reliability, performance, and scalability of our infrastructure, working closely with cross-functional teams to drive improvements and implement best practices.

Join our dynamic team at Further, where your passion for data can drive meaningful change! We are thrilled to announce an opening for a Data Science Analyst who is eager to leverage their expertise in an environment rich with growth opportunities. At Further, we specialize in transforming raw data into actionable insights utilizing cutting-edge cloud and AI technologies. Our award-winning culture is built upon a foundation of exceptional talent dedicated to fostering growth for both individuals and businesses. We believe that your work should not only be professionally satisfying but also contribute positively to the success of our clients. As a Data Science Analyst, you will not only report on performance metrics but also interpret complex data to facilitate informed decision-making, ensuring that our clients achieve tangible business outcomes.

Join SafeLease as a Product Operations Analyst and play a crucial role in enhancing our product offerings. You will collaborate with cross-functional teams to optimize operations and ensure our products meet customer needs. Your analytical skills will be essential in driving data-driven decisions and improving product efficiency.

Join Acrisure as a Data Analyst in our Data Intelligence team!We are seeking a dedicated Data Analyst to be part of our innovative team in Austin, TX or Grand Rapids, MI, working onsite four days a week. In this full-time role, you will leverage your analytical skills to help drive our data initiatives and business strategies.Note: This position does not accommodate C2C or C2H employment and visa sponsorship is not available.

Senior Business Analyst - Payments Location: Austin, TX (Hybrid)Compensation: Competitive base + bonus + benefits Role Overview We are looking for a dynamic and analytical Senior Business Analyst - Payments to provide strategic insights across our comprehensive payment ecosystem. This position is centered on the analysis of extensive transactional data, enhancing payment transparency, and collaborating with various departments to facilitate informed decision-making. This role is perfect for an analyst who excels in high-volume data settings and can convert complex payment processes into actionable business insights that benefit Finance, Product, Engineering, and Operations teams. Key Responsibilities End-to-End Payment Analytics Examine large-scale, high-volume transactional datasets to uncover trends, identify performance gaps, and highlight optimization possibilities. Create reports on essential payment KPIs including processing volumes, margin analysis, pricing strategies, customer engagement, and processing expenses. Perform root cause analyses on discrepancies and emerging trends. Offer data-driven recommendations to enhance payment performance and visibility. Reporting & Data Governance Develop and sustain dashboards and recurring executive reporting. Guarantee the consistency and integrity of payment data across various systems. Collaborate with Data Engineers and Architects to establish data models, tracking requirements, and metric definitions. Assist with financial reconciliation and cost analysis projects. Cross-Functional Collaboration Translate business requirements into data and reporting specifications. Work in partnership with Product and Engineering teams to ensure precise data capture and instrumentation. Support new payment initiatives from a reporting and analytics standpoint. Clearly communicate complex findings to both technical and non-technical stakeholders. Qualifications 5-7 years of experience in business or data analysis, with a preference for experience in payments, fintech, SaaS, or e-commerce. Proven experience managing large transactional datasets; payment industry experience is highly desirable. Experience collaborating with Data Engineering and Architecture teams. Strong analytical skills and proficiency in data visualization tools.

Join Arrive Logistics as an Associate Data Product Manager, where you will play a pivotal role in shaping our data-driven product strategies. You will collaborate with cross-functional teams to enhance our data products, ensuring they meet the evolving needs of our clients. Your insights will drive product enhancements and innovation, making a significant impact on our operations and customer satisfaction.

Join Our Team! If you have a passion for data and seek limitless career growth, we invite you to explore opportunities at Further.Further is a pioneering company in data, cloud, and artificial intelligence, dedicated to empowering businesses to transform raw data into informed decisions. We boast an award-winning culture filled with exceptional individuals. Our mission is to foster an environment where individuals can excel, leading to collective business success. We believe your work should be significant—impacting both your personal and professional life, as well as benefiting our clients. If this resonates with you, let's connect!We are seeking a Senior Analyst who can seamlessly integrate data analysis with strategic business initiatives. In this position, you will not only assess performance metrics but also translate data insights into actionable strategies that enhance client value.

Join our innovative team at Meds as a Data Analyst. In this pivotal role, you will be responsible for transforming data into actionable insights that drive business decisions. You will collaborate with various teams to analyze trends, prepare reports, and support strategic initiatives.

Join our dynamic team at 360itprofessionals1 as a Business Analyst specializing in Data Warehousing. In this role, you will leverage your analytical skills to transform data into actionable insights, helping drive strategic business decisions. Collaborate with cross-functional teams to gather requirements, design data models, and ensure the integrity and availability of data resources.

Based in Austin, TX, this Data Analyst role supports the Wealth Management team at qodeworld. The position focuses on transforming complex data into insights that help advisors and senior management improve client portfolios and drive operational efficiency. Role overview The analyst works with large datasets, develops dashboards, and provides actionable intelligence on client portfolios, investment performance, and market trends. This position also contributes to automation efforts and ensures compliance with data management regulations. What you will do Aggregate, clean, and analyze financial and client data from multiple sources Design and implement dashboards and reports to track portfolio performance, asset allocation, and risk metrics Deliver insights on client behavior, investment patterns, and product effectiveness Support advisors with data-driven recommendations for client portfolios Collaborate with investment teams to evaluate new products and strategies Ensure compliance with regulatory requirements in data management and reporting Automate recurring reporting processes to improve efficiency Present findings to stakeholders using visualizations, presentations, and reports Requirements Advanced skills in SQL, Excel, and data visualization tools such as Power BI or Tableau Understanding of financial markets, investment products, and portfolio management concepts Proficiency in Python or R for statistical analysis and data modeling Ability to interpret complex datasets and communicate insights clearly Strong attention to detail, analytical thinking, and problem-solving skills Familiarity with regulatory frameworks in wealth management (including KYC, AML, SEBI/SEC guidelines) Qualifications Bachelor’s or Master’s degree in Finance, Economics, Statistics, Data Science, or a related field 2–5 years of experience in data analysis, preferably within financial services or wealth management Professional certifications such as CFA, FRM, or data analytics credentials are a plus

Welcome to Dialpad!Dialpad stands as the premier AI-driven customer communications platform, reshaping the way businesses engage with their clientele. Trusted by over 50,000 organizations worldwide, including giants like Netflix, RE/MAX, Uber, Randstad, and Tractor Supply, Dialpad empowers companies to forge stronger customer relationships through real-time, AI-enhanced insights. Discover more at dialpad.com.Join Our TeamAt Dialpad, you will collaborate with a dynamic team dedicated to our mission of ensuring the success of our customers and their employees. We believe every interaction is significant, and we are enhancing each conversation with a platform that delivers real-time insights and automation tailored for our clients.We are committed to continuous growth, enabling every employee to utilize cutting-edge AI to constantly enhance our platform and their personal development. We seek individuals who not only meet our high expectations but exceed them. Our aspirations are substantial, and reaching them calls for a team operating at peak performance, embodying traits fundamental to our success: Resourceful, Inquisitive, Positive, Tenacious, and Compassionate.Your ImpactAs an AI Productivity Analyst, you will play a pivotal role in identifying, evaluating, testing, and implementing third-party AI solutions to unlock remarkable productivity improvements across Dialpad. Collaborating closely with the Head of AI Transformation and leaders from Engineering, Design, Marketing, Customer Success, and FP&A, you will map out key process bottlenecks and discover AI-driven solutions. Additionally, you will assist in designing structured experiments and pilot initiatives that showcase measurable business benefits. Your efforts will help translate advanced AI technology into actionable applications, facilitating implementation and success tracking to propel our internal AI transformation.

Aledade is seeking a detail-oriented and analytical Data Management Analyst to join our dynamic team in Austin, TX. In this role, you will play a crucial part in managing and optimizing data processes that drive our healthcare initiatives. Your expertise will contribute to improving patient outcomes through efficient data management and analysis.

Join ICON as a Senior Data Engineer in our Data Intelligence & Systems Architecture (DISA) team, where you will be instrumental in designing, developing, and expanding our enterprise data platform using Palantir Foundry. In this pivotal role, you will oversee the ingestion, modeling, and activation of data that drives reporting, strategic decision-making, and intelligent automation throughout the organization. Rather than merely constructing data pipelines, you will be architecting a Digital Twin for an industrial robotics and construction company. Your collaboration will span across departments including Supply Chain & Manufacturing, Logistics, Engineering Support Services, Software, Field Operations, and Technology R&D. Together, you will centralize high-value data sources, create scalable assets, and facilitate critical business applications, from real-time analytics to AI/ML-enhanced workflows and decision-making processes. This highly technical and cross-functional position is perfect for someone with robust data engineering expertise, a profound curiosity about the business, and a proactive mindset. This role is based at ICON’s headquarters in Austin, Texas, and reports directly to the Senior Director of Operations.

Join Mindlance as a Senior Business Analyst and leverage your analytical skills to deliver high-impact business solutions. You will work closely with stakeholders across various departments to identify business needs and translate them into actionable insights. Your expertise will guide decision-making and drive strategic initiatives.