Business Intelligence Asscoaite

Farther | Wealth management

1h 40m ago

Hybrid

Full Time

United States of America

Title: Business Intelligence Asscoaite Location: Hybrid - New York, NY

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

Finance runs on good data, and we need a Business Intelligence Associate to help keep ours clean, current, and useful. You'll work directly with our Revenue Operations Manager and alongside the Finance team to run our monthly reporting, dig into the numbers behind it, and get a little sharper every cycle. Expect real coaching, hands-on projects, and a clear path toward data analyst or data science work in finance and AI. If you're excited about finance and want to learn fast, this is a great place to build.

Your Impact

Run our monthly financial and operational reports using established frameworks, and keep them accurate and on time
Pull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questions
Check data quality so everyone can trust what they see
Use AI tools to speed up analysis and automate repeat work
Support ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain English

The Ideal Match

A real interest in finance or wealth management, and a clear reason you want to build a career in it
Bachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field, plus at least one relevant internship
Intermediate Python and SQL, and comfort reading code and working with AI to write and debug it
Sharp attention to detail and strong integrity with numbers
Coachable, motivated, and quick to learn: you take feedback and turn it into better work

Bonus Points

Early-career experience in finance, fintech, consulting, or analytics
Exposure to AWS or another cloud platform
Background in wealth management or financial services

Why Join Us

Hands-on coaching from a manager who invests in your growth
Your scope grows as fast as you do — we'd rather stretch you than box you in
A flat team where anyone can talk to anyone and good ideas win regardless of title
Competitive pay that tracks your impact
Full health, dental, and vision from day one, plus 401(k) matching and Roth IRA options
Unlimited PTO
Recognized as one of Inc. Magazine's Best Workplaces two years running

Ready to build the next era of wealth management? Let's talk!

Required Skills

sqlpython

Required Languages

🇬🇧 English

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.