Associate, Data Operations

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job Description: The Data Operations Associate is a key member of Pathstone’s centralized Data Operations team and plays an important role in ensuring the accuracy, integrity, and timeliness of firmwide data used across client reporting, investment operations, compliance, billing, onboarding, and other core business processes. This role sits at the intersection of data, operations, and technology. The team combines scalable processes, modern data platforms, automation, and strong operational judgment to improve decision-making, reduce risk, and drive efficiency across the organization.

In this role, you will:

• Support data quality processes across aggregation, governance, validation, and reconciliation workflows, including coordination with external data aggregation service providers and internal data platforms.
• Maintain and integrate data across internal business groups and operational processes, including billing, compliance, client reporting, investment research data management, and client onboarding.
• Support efforts to streamline, standardize, and automate data operational processes through better tooling, process design, data enrichment, and analysis.
• Support data systems implementation and analytics work (e.g. Monte Carlo simulations, Power BI) in collaboration with other business groups.

Key Responsibilities:

• Prioritize assigned tasks and manage workload to meet established deadlines and team expectations.
• Collect, validate, maintain, and reconcile large volumes of financial and operational data across systems and asset classes.
• Assist in maintaining and enhancing data validation rules, controls, and frameworks to improve data quality, integrity, and auditability.
• Collaborate with data aggregation service provider to ensure accurate client reporting across various asset classes.
• Support data- and database-related initiatives that improve quality, efficiency, transparency, and scalability.
• Perform daily and recurring data workflows, including automated data capture, exception handling, validation, reconciliation, and issue resolution.
• Use data extraction, transformation, and automation tools as directed to improve throughput, reduce manual effort, and strengthen controls.
• Assist in troubleshooting data-related issues, respond to internal inquiries, and provide high-quality operational support to business partners across the firm.
• Build knowledge of key data platforms, workflows, and operating procedures across the firm, including platforms such as Addepar, FactSet, Salesforce, and related systems.
• Use analytical tools to identify trends and exceptions and share findings with internal stakeholders.

Qualifications:

Required:

• Bachelor’s degree in Finance, Economics, Business, Information Technology, or Data Science.
• Basic to intermediate SQL knowledge.
• Possess a basic knowledge of financial markets and reporting.
• Enjoy working with large amounts of data, complex problem-solving as it relates to data and operations, and working in a team-oriented culture built on collaboration.
• Possess a keen interest in data management, operations, and technology.
• Enjoy tackling complex, multi-dimensional problems and coming up with actionable solutions.
• Are adept at balancing a strong process orientation with a willingness to “think outside of the box” in identifying creative solutions as it pertains to data and operational efficiency.
• Demonstrate a strong ability to multi-task and balance time-sensitive priorities while maintaining a high level of attention to detail and accuracy.
• Value and model the attributes that make our team great: collaboration, excellence, good judgment, initiative, innovation, integrity, and inclusive leadership.
• Operate with excellent organizational skills, demonstrating the ability to handle pressure and work in a fast-paced, deadline driven environment.
• Have excellent written/verbal communication and interpersonal skills.
• Prioritize strong customer/client service orientation.
• Work effectively in a collaborative and collegial team environment.
• Show an ability to quickly adopt new technology platforms.

Preferred:

• Basic to intermediate knowledge of other programming languages (R, Python, VBA, etc.).
• 1 – 2 years of private fund administration, financial reporting, and/or data operations experience.
• Proficiency in Microsoft Office applications with advanced Excel skills.
• Experience using Power BI or similar data visualization applications.
• Experience using Salesforce.

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $75,000 - $90,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.