Data Analyst

Data Analyst

Technology Team | Data & Platform Operations

About OnePoint BFG Wealth Partners

At OnePoint BFG Wealth Partners, we empower financial advisors with the insights, technology, and data they need to deliver exceptional advice and solutions. We strive to make a positive impact on our community, clients, and team members alike. As a leading RIA firm managing approximately $17B in assets under management, we are experiencing rapid growth and investing in the data and platform infrastructure that will support the next phase of the firm.

Job Brief

OnePoint BFG Wealth Partners is hiring a Data Analyst to join the Data team. This role partners closely with the Platform Operations team to provide first line Orion triage and ownership of Orion data governance, while contributing to data engineering initiatives across the firm's analytics stack. The analyst will be trained on Orion by senior platform staff and will grow into the firm's go to resource for Orion data quality, source validation, data lineage, and the firm's data catalog.

This is a high visibility opportunity for an early career engineer to build deep wealth technology expertise while shipping meaningful data infrastructure work in a regulated, fast moving environment.

Reporting Structure

This role reports to the Solutions Architect on the Data team. The analyst will partner closely with the Platform team for Orion training, business context, and escalation pathways.

Key Responsibilities

Orion Triage & Business Context (~20%)

Serve as the first line for routine Orion data and reporting questions from internal teams. Build deep business context across Orion workflows, integrations, and reporting structures by partnering with senior platform staff. Escalate performance, cost basis, and client facing inquiries to senior team members for resolution.

Data Pipeline & Database Development (~30%)

Build and maintain data pipelines, API extracts, file loads, and event driven syncs. Develop ingestion routines from Salesforce, Orion, eMoney, custodial sources, and emerging data sources into the firm's AWS data warehouse. Apply Python, SQL, REST API, and PostgreSQL skills to scalable, production grade data engineering.

Source Validation at Ingestion Boundaries (~20%)

Implement validation rules at the source layer across Orion data share, AppFlow, SFTP, and other ingestion paths. Catch data quality breaks at the boundary rather than downstream. Develop reconciliation routines, exception handling, and alerting that protect the integrity of analytics and reporting outputs.

End to End Data Flow Mapping (~15%)

Map data lineage from source systems through landing, transformation, and presentation layers in Tableau and other consuming applications. Document data flows, dependencies, and ownership to support analytics, audit readiness, and operational resilience.

Data Catalog Stand Up (~15%)

Contribute to the greenfield build of the firm's data catalog, including live metadata capture, lineage visualization, and verified data set flags. Partner with the Solutions Architect on tool evaluation, taxonomy design, and progressive rollout across the analytics stack.

Qualifications

Experience

0 to 3 years of relevant experience in data engineering, software engineering, or analytics, including substantive internships. Exposure to financial services, RIA, or other regulated environments is a plus.

Technical Skills

Working proficiency in Python, SQL, and PostgreSQL or comparable relational databases. Hands on experience building REST APIs, ETL pipelines, and data validation logic. Familiarity with cloud platforms (AWS preferred), C# or other strongly typed languages, and visualization tools (Tableau, Power BI) is advantageous. Comfort working with structured data validation, reconciliation, and ingestion patterns.

Operational & Business Acumen

Curiosity for the wealth management business model and willingness to build domain knowledge in portfolio accounting, custodial data, and advisor operations under senior mentorship. Ability to translate business questions into data and platform requirements.

Analytical Skills

Demonstrated ability to investigate complex data quality issues, identify root causes, and design durable solutions. Strong attention to detail, structured problem solving, and clear written communication.

Education

Bachelor's degree in Data Science, Computer Science, Information Systems, or a related quantitative field.

Core Benefits

• Competitive salary with performance based bonuses
• Comprehensive health, dental, and vision insurance
• Retirement savings plan with company contributions
• Opportunities for professional growth and development
• Support for work life balance initiatives

Why Join Us?

• Impact: Stand up the data infrastructure and governance practices that will support the firm's next phase of growth.
• Growth: Learn the wealth technology stack from senior practitioners while shipping meaningful engineering work from day one.
• Culture: Join a team that values execution, collaboration, and continuous improvement.

Right to Revise

This job description is not meant to be all inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.