Job Title: Data & Analytics Associate - Remote

Company Name: EP Wealth Advisors

Job Details: $100k-$125k/yrRemoteFull,Time

Job Url: https://hiring.cafe/viewjob/8l5rx0y3wikw7ybu

Job Description: Posted 3d agoData & Analytics Associate - Remote@ EP Wealth AdvisorsView All JobsWebsiteUnited States$100k-$125k/yrRemoteFull TimeResponsibilities:Analyzing data, Developing insightsRequirements Summary:Bachelor's in business/related field; 5+ years in data analytics; proficient with Python, SQL, R; experience in financial services; skilled with Power BI, Salesforce, Tableau, Excel.Technical Tools Mentioned:Python, SQL, R, Power BI, Salesforce, Tableau, Excel
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Associate, Data & Analytics provides essential support to the business management team by assisting with day-to-day operations and through the development of data insights reporting. You will develop a deep understanding of the related data sources and leverage them to inform business decisions. You will also develop a deep understanding of our analytical tools and the automation of business processes and decision-making. You will need to leverage diverse problem-solving strategies and balance multiple simultaneous efforts in a dynamic environment. You will be expected to delve into business problems and analyze opportunities for growth. You will meet the analytical needs of the business and deliver actionable plans for improving our business. The associate works closely under the guidance of leadership, learning key business processes, and contributing to the delivery of business objectives through analytical and operational support.

Duties and Responsibilities


	Gather, organize, and analyze financial data from various sources to identify trends, variances, and key performance indicators (KPIs)
	Build and maintain business models for budgeting, forecasting, and scenario analysis
	Develop financial forecasts and projections to support strategic and long-term planning
	Track and analyze the company's financial performance and cost management.
	Provide data-driven recommendations and business insights to management to help guide decisions and improve financial performance.
	Design and develop comprehensive reports and dashboards to stakeholders and senior management
	Automate and enhance repeatable tasks using programming and analytics tools
	Owns the business analysis that helps to run the business