Data Analyst with Wealth Management / Investment Banking experience(Need only W2 Candidates)

We are seeking a skilled Data Analyst to support Wealth Management and Banking initiatives across the US and Canada. This role requires working independently on data analysis, reporting, and insights that support business, risk, and operational decision-making. The ideal candidate will have strong analytical skills, experience working with financial data, and the ability to collaborate with stakeholders in a remote environment. Candidates based in or near Austin, TX are a plus, but the role is fully remote.

Key Skills

• Data Analysis & Reporting
• Wealth Management / Banking domain knowledge
• SQL (advanced querying, data validation)
• Excel (advanced formulas, pivot tables)
• Data visualization tools (Power BI, Tableau, or similar)
• Data quality checks and reconciliation
• Requirements gathering & stakeholder communication
• Ability to work independently in a remote setup