Pathstone

Pathstone

Associate, Data Operations

San Francisco, CA

No sponsorship$75k-$90kDetected 4 days ago
PythonSQLData VisualizationSalesforceFinancial AnalysisExcelResearchCommunicationCollaborationProblem SolvingOrganizational SkillsMicrosoft OfficeFinancial Reporting

About the role

  • Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
  • Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals.
  • This role sits at the intersection of data, operations, and technology.

Responsibilities

  • Prioritize assigned tasks and manage workload to meet established deadlines and team expectations.
  • Collect, validate, maintain, and reconcile large volumes of financial and operational data across systems and asset classes.
  • Collaborate with data aggregation service provider to ensure accurate client reporting across various asset classes.
  • Support data- and database-related initiatives that improve quality, efficiency, transparency, and scalability.
  • Perform daily and recurring data workflows, including automated data capture, exception handling, validation, reconciliation, and issue resolution.
  • Assist in troubleshooting data-related issues, respond to internal inquiries, and provide high-quality operational support to business partners across the firm.
  • Build knowledge of key data platforms, workflows, and operating procedures across the firm, including platforms such as Addepar, FactSet, Salesforce, and related systems.
  • Support data quality processes across aggregation, governance, validation, and reconciliation workflows, including coordination with external data aggregation service providers and internal data platforms.
  • Maintain and integrate data across internal business groups and operational processes, including billing, compliance, client reporting, investment research data management, and client onboarding.
  • Support efforts to streamline, standardize, and automate data operational processes through better tooling, process design, data enrichment, and analysis.

Requirements

  • Bachelor's degree in Finance, Economics, Business, Information Technology, or Data Science.
  • Possess a basic knowledge of financial markets and reporting.
  • Demonstrate a strong ability to multi-task and balance time-sensitive priorities while maintaining a high level of attention to detail and accuracy.
  • Operate with excellent organizational skills, demonstrating the ability to handle pressure and work in a fast-paced, deadline driven environment.
  • Show an ability to quickly adopt new technology platforms.
  • Required:
  • Enjoy working with large amounts of data, complex problem-solving as it relates to data and operations, and working in a team-oriented culture built on collaboration.
  • Possess a keen interest in data management, operations, and technology.
  • Enjoy tackling complex, multi-dimensional problems and coming up with actionable solutions.
  • Are adept at balancing a strong process orientation with a willingness to "think outside of the box" in identifying creative solutions as it pertains to data and operational efficiency.
  • Value and model the attributes that make our team great: collaboration, excellence, good judgment, initiative, innovation, integrity, and inclusive leadership.
  • Have excellent written/verbal communication and interpersonal skills.
  • Prioritize strong customer/client service orientation.
  • Work effectively in a collaborative and collegial team environment.

Nice to have

  • Basic to intermediate SQL knowledge.
  • Basic to intermediate knowledge of other programming languages (R, Python, VBA, etc.).
  • 2 years of private fund administration, financial reporting, and/or data operations experience.
  • Proficiency in Microsoft Office applications with advanced Excel skills.
  • Experience using Power BI or similar data visualization applications.
  • Experience using Salesforce.

Compensation

  • Pathstone's expected starting base compensation range for the position as of the time of this posting is $75,000 - $90,000 per year.
  • The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training.

Benefits

  • include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
  • Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.
  • The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training.
  • The successful candidate(s) may also be eligible for a discretionary bonus award.

Equal opportunity

  • equal opportunity employer.

Visa & Work Authorization

  • Please note, we are unable to provide visa sponsorship for the position offered.
  • Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
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This listing is sourced directly from Pathstone's careers page and normalized into a canonical job model.