Data Analyst

Cleartech Recruiting · Austin, Texas Metropolitan Area

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About the role

Data Analyst | Miami, FL or Austin, TX (Hybrid) | Wealth Management


We're partnering with a fast-growing, high-end wealth management firm to find a Data Analyst to join their team. This is a high-visibility role supporting key business stakeholders with data solutions, dashboards, and analytics that drive real decision-making across the organization.


What You'll Be Doing:

• Developing and maintaining data analytics solutions, dashboards, and recurring reports for key business stakeholders

• Implementing data validations to ensure integrity and accuracy of all data outputs

• Handling ad-hoc analysis requests with clear, actionable insights

• Translating stakeholder needs into clear data specifications and acting as a senior subject matter expert for enterprise analytics

• Maintaining thorough documentation of data sources, logic, transformations, and lineage


What They're Looking For:

• 2-3+ years of experience in data analytics or data science

• Proficiency in SQL, DBT, and Tableau

• Strong data modeling and data quality framework experience

• Advanced Excel modeling skills

• Background in financial services, consulting, or high-growth tech preferred

• Strong academic track record in a quantitative discipline

• Excellent communication skills and strong attention to detail

• Ability to work independently and collaboratively in a fast-paced environment


What You Get:

• Competitive compensation

• 401(k) with employer matching

• Employer-paid medical, dental, vision, life, and disability insurance

• Paid maternity and parental leave

• Training reimbursement and paid professional designations

• Hybrid schedule (4 days onsite)


This role requires current U.S. work authorization. Visa sponsorship is not available.


Description sourced from the public LinkedIn listing — this role isn't indexed from the company's career page yet.

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