Associate, Data Operations

Company Overview

Company

Description:

Pathstone is a growing wealth management firm serving ultra‑high net worth families, single family offices, foundations, and endowments. We are united by a purpose: to help clients pursue their Preferred Life with clarity, confidence, and long‑term support across the full landscape of wealth and well‑being.

Our services include investment advisory, integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning, philanthropic planning, and family governance. With more than 20 office locations and over $100 billion in assets under management, Pathstone has expanded significantly over the past five years.

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.

The Data Operations Associate is a key member of Pathstone’s centralized Data Operations team, ensuring the accuracy, integrity, and timeliness of firmwide data used across client reporting, investment operations, compliance, billing, onboarding, and other core business processes. The role sits at the intersection of data, operations, and technology, and focuses on scalable processes, modern data platforms, automation, and strong operational judgment to improve decision‑making, reduce risk, and drive efficiency.

In this role, you will:

• 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.
• Support data systems implementation and analytics work (e.g., Monte Carlo simulations, Power BI) in collaboration with other business groups.

Key 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.
• Assist in maintaining and enhancing data validation rules, controls, and frameworks to improve data quality, integrity, and auditability.
• 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.
• Use data extraction, transformation, and automation tools as directed to improve throughput, reduce manual effort, and strengthen controls.
• 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, Fact Set, Salesforce, and related systems.
• Use analytical tools to identify trends and exceptions and share findings with internal stakeholders.

Required:

• Bachelor’s degree in Finance, Economics, Business, Information Technology, or Data Science.
• Basic knowledge of financial markets and reporting.
• Enjoy working with large amounts of data, complex problem‑solving related to data and operations, and working in a team‐oriented culture built on collaboration.
• Interest in data management, operations, and technology.
• Enjoy tackling complex, multi‑dimensional problems and planning actionable solutions.
• Strong process orientation with the ability to think creatively about data and operational efficiency.
• Excellent ability to multi‑task, balance time‑sensitive priorities, and maintain high attention to detail and…