Data Operations and Reporting Associate

Responsibilities

• Support the implementation and day-to-day execution of the Data Operations function to ensure data integrity, reporting accuracy, and operational efficiency
• Assist in monitoring and resolving data integrity issues, including escalation items for advisors and clients
• Identify opportunities to automate data processes and reduce manual workflows across the business
• Partner cross-functionally with Operations, Technology, and Platform teams to improve data workflows and user experience
• Contribute to the development of a center of excellence for reporting, modeling, and analytics
• Support data governance, security, and control frameworks to ensure high data quality standards
• Assist in new product development initiatives and evaluation of tools or technologies to improve reporting and data access
• Prepare materials and analysis using Microsoft Excel and PowerPoint to support internal and client-facing initiatives

Benefits

• Hybrid work arrangement
• Eligible to receive a discretionary bonus
• Global wealth and investment manager for families, foundations, institutions.
• Aspen, Colorado, USA
• https://alti-global.com
• Public Company
• Total Funding
• $450M
• 2024-02-22
• Post Ipo Equity· $450M
• 2023-01-03
• IPO
• Leadership Team
• Kevin Moran
• President & Chief Operating Officer
• Claire Verdirame
• Chief Marketing Officer | Managing Director
• Recent News
• Pulse 2.0
• AlTi Global Names Patrick Keenan Chief Financial Officer
• 2026-06-29
• Business Wire
• Family Offices Turning to “Purpose of Wealth” to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds
• GlobalFinTechSeries
• AlTi Global Announces Chief Financial Officer Succession to Support Next Phase of Growth
• 2026-06-26
• Company data provided by
• AI Tools
• Customize Your Resume
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Qualifications

• Bachelor's Degree
• 1–6 years' experience within wealth management, financial services, operations, or data-related roles
• Strong analytical skills with high attention to detail
• You will have experience with Addepar systems relating to performance reporting and client relationship management
• Understanding of data governance and data quality management principles
• Ability to manage priorities in a fast-paced, evolving environment
• Strong written and verbal communication skills and ability to work cross-functionally
• Advanced Microsoft Office skills with a heavy emphasis on Excel and PowerPoint
• Solutions-oriented mindset with a focus on process improvement and automation
• Desire to work within a collaborative, team-oriented environment
• 1–6 years’ experience within wealth management, financial services, operations, or data-related roles

Required skills

• Addepar, Client Relationship Management, Data Governance, Data Quality Management, Financial Services, Information Barriers, Information Security, Microsoft Excel, Microsoft PowerPoint, Performance Reporting, SOX Compliance, Wealth Management

Preferred skills

• Written and Verbal Communication

Experience

• 1-6 years