Data Analyst

Position Objective World Investment Advisors is seeking a data analyst with strong financial literacy to support our RIA/BD business.

This role is ideal for someone who excels at working with large datasets, building scalable analytics solutions, and uncovering insights that drive financial and operational performance.

You will work closely with finance, operations, and advisor teams to deliver data products that support strategic decision-making.

Primary Responsibilities • Design, maintain, and debug data pipelines to aggregate and normalize financial and operational data from Microsoft Fabric. • Design, maintain, and debug data integrations with third party partners/vendors. • Identify new data sources that would be useful for data analytics. • Build and maintain custom dashboards and reporting tools to monitor key metrics such as AUM growth, advisor productivity, fee revenue, and client retention. • Conduct deep-dive ana...

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Submit your application today and join our talented team at World Insurance Associates, LLC..