Platform Analyst, Data Reconciliation

Overview:

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Advisor Digital Solutions department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a platform analyst to join our ranks. The right candidate will play a critical role in maintaining the integrity and reliability of our data across the investment management platform working closely with our affiliates, home office staff, and internal teams to elevate practice efficiency. You will collaborate closely with stakeholders across various teams and our technology partner to ensure data accuracy and consistency. You will passionately advocate for our affiliate community and strive to enhance data quality across the investment platform.

Key Responsibilities

• Maintain a deep understanding of data structures, workflows, and integration points to ensure accurate data reconciliation across the investment platforms.
• Perform regular data reconciliation tasks to identify discrepancies between different data sources and systems, ensuring data integrity and consistency.
• Investigate and resolve data discrepancies by analyzing data flows, identifying root causes, and implementing corrective actions.
• Collaborate with internal teams, including IT, operations, and support, to address data issues and improve data quality.
• Develop and implement data reconciliation processes and best practices to enhance the accuracy and reliability of data across the investment platform.
• Monitor and track data reconciliation metrics and KPIs to identify trends, anomalies, and areas for improvement.
• Create and maintain detailed documentation of data reconciliation processes, including procedures, workflows, and troubleshooting guidelines.

Core Strengths and Skills

• Strong understanding of data structures, workflows, and integration points, coupled with the ability to develop and refine reconciliation processes that enhance data reliability and platform performance.
• Expertise in investigating data discrepancies, identifying root causes, and executing corrective actions to resolve issues and prevent recurrence.
• You are a naturally empathetic and care deeply, genuinely and passionately about solving problems for affiliates; friendly approach to teaching and helping others
• Ability to interact with others in a positive and respectful manner, fostering a collaborative work environment
• Comfortable with quickly learning unfamiliar content and providing support for our advisor community to help them understand and leverage our products

Additional Skills and Knowledge

• A minimum of 5 years’ experience in a related role focused on data reconciliation, data management, or supporting enterprise-level financial platforms.
• Bachelor’s degree in finance, information technology, information management, or a related field
• Experience using Orion Advisor Solutions or similar platforms is a plus.

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards. 

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.