Data Analyst

Role overview

World Investment Advisors is looking for a data analyst with strong financial understanding to support its RIA/BD operations. The right candidate will enjoy working with large data sets, creating analytics solutions that scale, and turning data into insights that improve financial and operational results. This position partners closely with finance, operations, and advisor teams to build data products that inform business decisions.

What you will do

• Build, maintain, and troubleshoot data pipelines that collect, standardize, and consolidate financial and operational information from Microsoft Fabric.
• Create, support, and debug integrations with outside partners and vendors.
• Explore and recommend additional data sources that can strengthen analytics capabilities.
• Develop and update dashboards and reporting tools to track metrics such as AUM growth, advisor productivity, fee revenue, and client retention.
• Perform detailed analysis of asset movement, pricing approaches, and advisor compensation models.
• Work with the finance team on forecasting, budgeting, and reporting using accurate, dependable data.
• Write and maintain SQL queries, Python scripts, and BI dashboards to automate repeating reporting and analytics work.
• Protect data quality across systems and spot mismatches, gaps, or unusual patterns early.
• Convert business questions into analytical approaches and present clear, useful insights.

What we are looking for

• A bachelor’s degree in Data Science, Computer Science, Finance, or a closely related area.
• At least 3 years of experience in data analytics, preferably in financial services or wealth management.
• Strong working knowledge of SQL and Python, including data cleaning, transformation, and automation.
• Comfort with financial concepts such as revenue recognition, fee structures, and advisor compensation.
• Experience using BI platforms such as Power BI, Tableau, or Looker.
• Exposure to custodial systems like Schwab, Fidelity, or Pershing, and portfolio accounting tools such as Orion, Tamarac, or Black Diamond is advantageous.
• Strong verbal and written communication skills, with the ability to explain complex information to stakeholders.

Preferred background

• Hands-on experience with CRM or financial planning systems such as Salesforce, Redtail, or eMoney.
• Ability to work on your own and carry projects from idea to delivery with limited supervision.
• Confidence presenting analytical findings to non-technical audiences.
• Understanding of advisor payout grids and the economics of RIA/BD businesses.

Compensation

The annual salary range for this role is $95,000 to $110,000. Actual pay may be higher or lower than this range, depending on education, credentials, experience, skills, seniority, location, performance, and business needs. The company also offers a bonus program.

Benefits and work environment

• 401(k) plan with employer match
• Health insurance, including an HSA option
• Dental coverage
• Vision coverage
• Life insurance
• Generous paid time off
• Flexible spending account (FSA)
• Support for a healthy work-life balance
• Maternity and paternity leave policy
• Remote work opportunity

About the company

World Investment Advisors, formerly known as Pensionmark Financial Group, is a nationally recognized financial services firm focused on independent retirement plan and investment advisory services for employers, executives, and individual investors. The organization supports $76B in assets across 65 offices and 310 team members.

Work culture

The company emphasizes a challenging but supportive environment where people are treated fairly, professional growth is encouraged, and work-life balance is respected. It promotes a collaborative atmosphere with strong team camaraderie and a focus on doing what is right for plan sponsor clients and their participants.

Teams are made up of professionals from different departments who work together to serve client needs. Junior employees learn alongside more experienced colleagues and are encouraged to grow into more senior responsibilities over time. The firm welcomes people with varied backgrounds and perspectives in order to support innovation and community impact.

Why join World Investment Advisors

• Positive company culture with a highly collaborative team environment
• Mentorship opportunities
• Opportunity to participate in internal steering committees and employee resource groups
• Professional growth opportunities
• Friendly and cooperative workplace

Equal opportunity statement

The employer is committed to equal opportunity and aims to build a diverse, inclusive workplace that values belonging. It believes diversity across sexual orientation, gender, race, religion, ethnicity, and other differences strengthens the organization.

Additional company metrics

As of 12/31/2025, the World Investment Advisors network of advisors and firms collectively supports more than $70 billion in assets across multiple channels, including investment management and retirement plan consulting. This includes regulatory assets under management of over $24.5 billion.