Job Title: Data Analyst (Strong SQL) – PWM / Asset Management

Boston, MA or San Francisco (SFO), CA (Hybrid preferred)

Apexon W2

Job Overview

We are seeking an experienced Data Analyst with strong SQL skills and a background in Private Wealth Management (PWM) and Asset Management. The ideal candidate must have hands-on experience working with investment data, performance analytics, and portfolio datasets.

Key Responsibilities

Work closely with Portfolio Managers, Business teams, and Technology teams to support investment data needs.
Perform deep-dive analysis on portfolio, benchmark, and market data using SQL.
Develop queries, stored procedures, and data pipelines for reporting and analytics.
Work with large datasets related to Mutual Funds, Equities, Fixed Income, and Multi-Asset portfolios.
Build dashboards and automated reports (Tableau/Power BI preferred).
Ensure data accuracy, quality, and alignment with PWM/Asset Management operational standards.
Contribute to data governance, data validation, and documentation activities.

Must-Have Skills

5–8+ years as a Data Analyst or Data Engineer.
Very strong SQL (complex joins, window functions, optimization).
Experience in PWM, Asset Management, or Investment Banking.
Hands-on experience with any reporting tools (Tableau, Power BI, Looker).
Familiarity with Python is a plus.

Strong understanding of:

Portfolio data
Holdings/Transactions
NAV, Pricing
Benchmarks

Nice-to-Have

Experience with Snowflake / AWS / Azure data platforms.
Knowledge of performance attribution or risk analytics.
CFA coursework exposure is a plus.

Apexon

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Data Analyst (Strong SQL) – PWM / Asset Management