Data Analyst Opportunity in Financial Services
Data Integration Analyst
Location(s):
Boston, MA: 155 Seaport Blvd, Boston, MA 02210
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $80,000 - $100,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
A Unique Opportunity at CW Advisors – an award-winning independent RIA with an amazing culture and national footprint. CW Advisors is a national investment advisory firm headquartered in Boston, MA with offices located around the country. We specialize in providing sophisticated financial planning and investment advice and we love what we do. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.
CW Advisors is seeking a Data Integration Analyst to support the firm’s private investment operations and research.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
Ongoing data maintenance
Black Diamond Householding
Salesforce data cleansing and imports
Basic Requirements:
Salesforce Proficiency: Minimum 2–3 years of experience in Salesforce administration or data operations, with a strong focus on data hygiene and bulk updates.
M&A Data Integration: Proven experience (1–3 years) managing data migration or systems integration projects, specifically mapping disparate datasets into a unified CRM schema.
Expert Excel Skills: Advanced proficiency in Excel, including VLOOKUPs, Pivot Tables, and complex formulas to validate and scrub data before system ingestion.
Data Normalization: Demonstrated ability to clean, deduplicate, and normalize high volumes of "messy" data from external sources.
High-Volume Execution: Capacity to handle multiple, overlapping projects, maintaining high accuracy and attention to detail under tight deadlines.
Independent Project Management: Ability to drive integration tasks to completion with minimal oversight once initial mapping rules are established.
Preferred Requirements:
Black Diamond Knowledge: Previous experience with householding, account merging, or performance reporting in Black Diamond is a strong plus.
DemandTools Experience: Familiarity with DemandTools for advanced deduplication and data maintenance is highly desirable.
Financial Services Context: Prior experience working in an RIA, PE firm, or investment advisory environment is preferred.
Top Skills
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
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