Associate, Financial Data Services

3 weeks ago


Wilmington, Delaware, United States Tiedemann Advisors Full time

About the Role

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, ensuring compliance with SOX, data governance principles, information barriers, and information security.

We are seeking someone with an understanding of financial services, strong written and verbal communication skills, and experience with systems relating to performance reporting and client relationship management, preferably Addepar and Salesforce. This individual must also have advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.



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