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 analyses on asset flows, pricing models, and advisor compensation structures.
• Collaborate with finance to support forecasting, budgeting, and reporting with clean, reliable data.
• Develop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasks.
• Ensure data integrity across systems and proactively identify discrepancies or anomalies.
• Translate business questions into analytical frameworks and deliver actionable insights.
Required Qualifications
• Bachelor’s degree in Data Science, Computer Science, Finance, or a related field.
• 3+ years of experience in a data analytics role, ideally within financial services or wealth management.
• Strong SQL and Python skills; experience with data wrangling, transformation, and automation.
• Familiarity with financial concepts such as revenue recognition, fee structures, and advisor compensation.
• Experience with BI tools (Power BI, Tableau, Looker, etc.).
• Understanding of custodial platforms (e.g., Schwab, Fidelity, Pershing) and portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond) is a plus.
• Excellent communication skills and ability to present complex data clearly to stakeholders.
Preference Given to Candidates with the Following Qualifications:
• Experience working with CRM and financial planning tools (e.g., Salesforce, Redtail, eMoney).
• Ability to work independently and drive projects from concept to execution with minimal oversight.
• Comfortable presenting data insights to non-technical stakeholders.
• Knowledge of advisor payout grids and RIA/BD economics.
Compensation
The salary for this position generally ranges between $95,000-$110,000. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The firm also has a bonus program.
Perks & Benefits
• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors?
• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different internal steering committees and Employee Resource Groups
• Professional growth opportunities
• Friendly and collaborative work environment
WIA is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
*As of 12/31/2025, the World Investment Advisors network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
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