Associate Data Analyst

Konvergent Wealth Management is seeking a we’re looking for a sharp, detail-obsessed Associate Data Analyst to support our advisors and investment specialists by turning complex financial data into polished, client-ready reports.

Note:
This is an In-Office role. Applicants must be within commuting distance of Gig-Harbor, WA.

Build real-world experience in wealth management analytics

Hone your skills in reporting, data visualization, and financial storytelling

Work alongside a team of elite advisors and investment specialists

Take ownership of your work and contribute meaningfully from day one

...then you might be our next Associate Data Analyst.

Highly organized, process-driven individuals who geek out on accuracy and detail

Self-starters who can manage deadlines and deliver polished work with minimal supervision

Clear communicators who can collaborate effectively with advisors and investment teams

People who love making messy data look beautiful and easy to understand

$25/hr to $30/hr, DOE

Contract role at 20+ hours per week

Flexible working hours (some overlap with business hours required for collaboration)

Hands-on experience working directly with veteran financial professionals on advanced solutions for UHNW (ultra-high-net-worth) families and individuals

Opportunity to contribute to real client-facing deliverables and high-value projects

Contract-to hire opportunities and professional development

1–3 years of professional or academic experience in data analysis, financial reporting, or a related field

Strong proficiency in Excel and/or Google Sheets; bonus points for experience with Python, and industry tools such as Addepar or Luminary, but not required.

Familiarity with basic financial concepts (investment reports, portfolio performance, etc.)

Excellent attention to detail and commitment to producing polished, accurate work

Ability to thrive in a fast-paced, high-accountability environment

High-speed, reliable internet access and modern computer

This is a rare opportunity to step into a part-time role with real impact—and real growth potential.

Apply today, and let’s talk.

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