Associate, Data Operations and Reporting

4 months ago

Wilmington, United States Tiedemann Advisors Full time
Company Description

AlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network. AlTi has over 400 employees and assets under management of $50 billion with access to substantial capital for further investments.

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 with offices in ten countries on four continents, 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.

To learn more visit alti-global.com.

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
Qualifications
  • 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


Additional Information

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

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