Data Operations and Reporting Associate

Location: New York, hybrid; periodic travel to the Delaware office required

Salary: $75,000–$90,000 per year, plus employee benefits and eligibility for a discretionary bonus

Company

hirify.global is a NASDAQ-listed global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments.

What you will do

• Support the day-to-day execution of data operations, maintaining data integrity, reporting accuracy, and operational efficiency.
• Monitor and resolve data integrity issues, including escalations involving advisors and clients.
• Identify opportunities to automate data processes and reduce manual workflows.
• Partner with Operations, Technology, and Platform teams to improve data workflows and user experience.
• Contribute to reporting, modeling, analytics, data governance, security, and control frameworks.
• Prepare Excel and PowerPoint materials and analysis for internal and client-facing initiatives.

Requirements

• Bachelor’s degree.
• 1–6 years of experience in wealth management, financial services, operations, or data-related roles.
• Strong analytical skills, attention to detail, written and verbal communication, and cross-functional collaboration.
• Experience with performance reporting and client relationship management systems; Addepar and Salesforce are preferred.
• Understanding of data governance and data quality management principles.
• Advanced Microsoft Office skills, particularly Excel and PowerPoint, with a solutions-oriented approach to process improvement and automation.

Culture & Benefits

• Collaborative, team-oriented, and entrepreneurial working environment.
• Opportunity to help build a newly created Data Operations and Reporting Team and its reporting center of excellence.
• Employee benefits package and eligibility for a discretionary bonus.
• Work with a global firm serving clients across multiple financial centers.

Hiring process

• Applications are reviewed through the company’s hiring platform.