Data Analyst

Data Analyst – Wealth Management at Qode in Austin, Travis County

Qode is seeking a skilled Data Analyst to join its Wealth Management team in Austin, TX. This role focuses on turning complex financial data into clear insights that drive client portfolio performance and business efficiency.

Key Responsibilities

• Collect, clean, and validate large sets of financial and client data from multiple sources.
• Develop and maintain interactive dashboards and reports using tools such as Power BI, Tableau, or Looker.
• Perform quantitative analysis on investment performance, risk metrics, and market trends.
• Provide actionable recommendations to advisors and senior management to improve client outcomes.
• Collaborate with IT and data engineering teams to ensure data integrity and optimal data pipelines.
• Document analytical methods, data definitions, and reporting processes for auditability.
• Stay up‑to‑date with industry best practices and emerging analytics technologies.

Requirements

• Bachelor’s degree in Finance, Economics, Data Science, or a related field.
• 3+ years of experience in data analysis, preferably within wealth management or financial services.
• Proficiency in SQL, Python or R for data manipulation and statistical analysis.
• Strong experience with data visualization tools (Power BI, Tableau, Looker).
• Excellent communication skills to translate technical findings into business insights.
• Detail‑oriented with strong problem‑solving abilities.

Compensation

Salary range: $134,488.45 – $134,488.45 per year.

Location

Austin, Travis County, Texas, United States.

Frequently Asked Questions

What type of data will I work with as a Data Analyst at Qode?

You will work with client portfolio data, investment performance metrics, market data, and internal financial datasets to generate actionable insights.

Do I need prior experience in wealth management?

While not mandatory, experience in wealth management or financial services is preferred to understand the specific data and reporting needs.

What tools are commonly used in this role?

The role typically uses SQL for data extraction, Python or R for analysis, and visualization platforms such as Power BI, Tableau, or Looker.