Wealth Management Data Modeling Specialist

2 days ago


Los Angeles, California, United States Orion Innovation Full time

About the Role

This Data Analyst position plays a critical role in supporting our wealth management initiatives by analyzing and modeling data. If you have a strong background in data analysis, data modeling, and financial services, we encourage you to apply.

Responsibilities

  • Analyze and model data to support business goals and objectives.
  • Collaborate with cross-functional teams to understand business requirements and perform source-to-target transformations.
  • Design and develop conceptual, logical, and physical data models that meet business needs and regulatory requirements.
  • Document and communicate data structures, relationships, and definitions using industry-standard data modeling techniques and tools.
  • Work closely with technical teams to implement data models in relational databases, data warehouses, and other data storage solutions.
  • Conduct data profiling and analysis to identify trends, patterns, and insights that drive decision-making.

Requirements

  • Bachelor's or Master's degree in Computer Science, Information Technology, Finance, or related field.
  • 7-10 years of experience in data analysis, data modeling, and data management, preferably in the financial services industry with a focus on wealth management.
  • Strong understanding of source-to-target transformations, ETL processes, and data integration techniques.
  • Proficiency in data modeling tools such as Erwin, Erwin Data Modeler, or similar tools.
  • Hands-on experience with SQL, relational databases (e.g., SQL Server, Oracle), and data warehousing concepts.
  • Knowledge of industry-standard data modeling methodologies (e.g., ER/Studio, Kimball Dimensional Modeling) and best practices.
  • Excellent analytical, problem-solving, and communication skills, with the ability to translate complex business requirements into technical solutions.
  • Experience working in Agile environments and collaborating with cross-functional teams.
  • Certifications in data modeling or related areas (e.g., CDMP, DAMA) are a plus.

Benefits and Compensation Package

At Orion Innovation, we offer a competitive salary range of $110,000 - $140,000 per annum, depending on experience. Our comprehensive benefits package includes health insurance, retirement savings plan, paid time off, and opportunities for professional growth and development.



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