Data & Analytics Specialist, Finance & Strategy
Listed on 2026-11-01
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Finance & Banking
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IT/Tech
Data Analyst, Business Intelligence
EP Wealth Advisors is seeking an Associate, Data & Analytics to support the business management team with data insights and reporting. You will develop an understanding of data sources and analytical tools, automate processes, and deliver actionable plans to improve financial performance.
Responsibilities include building financial models, forecasting, and designing executive reports. A Bachelor’s degree and 5+ years in data analytics within financial services are expected, with proficiency in
The Data & Analytics Specialist, Finance & Strategy role at EP Wealth Advisors, LLC is now open for applications in United States.
For the Data & Analytics Specialist, Finance & Strategy position at EP Wealth Advisors, LLC, we are reviewing applications now.
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