Data Operations and Reporting Associate

Randstad USA - New York, NY

Hiring: Data Operations and Reporting Associate Company: Randstad USA Location: New York, NY Job Posted Time: 2026-09-16 12:19:42 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Salesforce, User Experience, Wealth Management About the job Experience: •3+ years experience within wealth management, financial services, operations, or data-related roles Required Skills: •Actively facilitate and support 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 Excel and PowerPoint to support internal and client-facing initiatives Qualifications: •Bachelor’s degree required •Understanding of data governance and data quality management principles •Advanced Microsoft Office skills with a heavy emphasis on Excel and PowerPoint •Solutions-oriented mindset with focus on process improvement and automation Compensation: •$80,000 - $90,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!