Business Data Analyst

About the Company

Incedo is a global AI and data transformation specialist empowering companies to realize sustainable business impact from their digital investments by delivering ROI from AI@Scale. As a long-term partner for strategy to execution, we operate at the intersection of business and technology. Our integrated services and platforms are built on the foundation of AI & Data, digital engineering, and operations transformation, bringing deep domain expertise and full stack capabilities together. With over 4,000 people in the US, Canada, Latin America and India and a large, diverse portfolio of Fortune 500 enterprises and fast-growing clients worldwide, we work across banking & payments, wealth management, telecom, hi-tech and life sciences. Please visit the link to know about Incedo: https://www.incedoinc.com/

Role Overview

We are seeking a highly skilled Data Analyst – Wealth Management to join our growing team in Austin. This is a discovery- and analysis-driven role for a curious, detail-oriented professional who thrives on understanding complex financial data, translating business needs into clear data logic, and surfacing insights that drive decisions.

The ideal candidate excels at writing sophisticated SQL queries, analysing and profiling large datasets, defining business logic, and validating data across wealth management systems. You will partner closely with investment teams, operations, technology, and business stakeholders to understand functional requirements and ensure data is accurate, consistent, and fit for purpose.

Hands-on experience with Python and Databricks is a plus, but this role is fundamentally about analytical depth and business understanding rather than pipeline engineering.

Required Skills

• Expert-level SQL skills including:
• Complex joins
• CTEs
• Window functions
• Subqueries
• Analytical query design
• Strong experience with:
• Data discovery and profiling
• Data quality analysis
• Root cause investigation
• Functional requirements gathering
• Hands-on experience validating ETL/Data Pipeline outputs
• Strong understanding of:
• Wealth Management data
• Portfolio holdings
• AUM
• Performance returns
• Fees and transactions
• Experience with Python for data analysis (Pandas, NumPy)
• Familiarity with Databricks, Spark SQL, or cloud-based data platforms
• Excellent communication and stakeholder management skills
• Ability to translate business requirements into precise data logic and acceptance criteria

Preferred Qualifications

• Experience within Wealth Management, Asset Management, or Financial Services

Exposure to custodian feeds.