Associate, Data Operations

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

 

Job Description: The Data Operations Associate position offers an opportunity to serve as a key member of our centralized data operations team focused on ensuring clean, accurate, and timely data to enhance decision-making, mitigate risk, and drive operational efficiencies and excellence at scale across the organization. The Data Operations team leverages a combination of technology, technically skilled “humans-in-the-loop”, thoughtful solutioning and robust process development to achieve these goals. In this role, you will also support the following: 

• Assist with data aggregation, governance, and validation, which includes working with data aggregation service providers and various data platforms.
• Manage and integrate data across internal business groups and operational processes (e.g. billing, compliance, client reporting, investment research data management, client onboarding, etc.).
• Enhance, automate, and streamline data operational processes through technology, process improvements, data enrichment and data analysis.
• Support data systems implementation and analytics work (e.g. Monte Carlo simulations, Power BI) in collaboration with other business groups.

 

Key Responsibilities:

• Work independently and prioritize tasks based on urgency and deadlines.
• Assist in the collection, validation, and maintenance of large amounts of financial data.
• Build and manage data validation processes, rules, and frameworks to ensure data quality and integrity.
• Collaborate closely with data aggregation service provider to ensure accurate client reporting across various asset classes.
• Collaborate on data- and database-related projects that serve to enhance data quality, efficiency, and scalability across the organization.
• Perform daily maintenance of data workflow processes, ranging from automated data capture, validation, and reconciliation.
• Leverage data extraction tools and technology to optimize and automate data aggregation processing.
• Troubleshoot data-related inquiries and provide administrative data support for various internal business units.
• Become a subject matter expert on data platforms (e.g. Addepar, Factset, Salesforce, etc.) and processes across the firm.
• Participate in data analytics work by using various tools and assisting in analyzing data trends, patterns, and insights in support of internal stakeholders and business groups.

 

Qualifications:

Required:

• Bachelor’s degree in Finance, Economics, Business, Information Technology, or Data Science.
• Basic to intermediate SQL knowledge.
• Possess a basic knowledge of financial markets and reporting.
• Enjoy working with large amounts of data, complex problem-solving as it relates to data and operations, and working in a team-oriented culture built on collaboration.
• Possess a keen interest in data management, operations, and technology.
• Enjoy tackling complex, multi-dimensional problems and coming up with actionable solutions.
• Are adept at balancing a strong process orientation with a willingness to “think outside of the box” in identifying creative solutions as it pertains to data and operational efficiency.
• Demonstrate a strong ability to multi-task and balance time-sensitive priorities while maintaining a high level of attention to detail and accuracy.
• Value and model the attributes that make our team great: collaboration, excellence, good judgment, initiative, innovation, integrity, and inclusive leadership.
• Operate with excellent organizational skills, demonstrating the ability to handle pressure and work in a fast-paced, deadline driven environment.
• Have excellent written/verbal communication and interpersonal skills.
• Prioritize strong customer/client service orientation.
• Work effectively in a collaborative and collegial team environment.
• Show an ability to quickly adopt new technology platforms.

Preferred:

• Basic to intermediate knowledge of other programming languages (R, Python, VBA, etc.).
• 1 – 2 years of private fund administration, financial reporting, and/or data operations experience.
• Proficiency in Microsoft Office applications with advanced Excel skills.
• Experience using Power BI or similar data visualization applications.
• Experience using Salesforce.

Pay Transparency:

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $75,000 - $90,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

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Equal Opportunity Employer
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