Business Intelligence Asscoaite

Company DescriptionFarther 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 RoleFinance 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 ImpactRun our monthly financial and operational reports using established frameworks, and keep them accurate and on timePull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questionsCheck data quality so everyone can trust what they seeUse AI tools to speed up analysis and automate repeat workSupport ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain EnglishThe Ideal MatchA real interest in finance or wealth management, and a clear reason you want to build a career in itBachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field, plus at least one relevant internshipIntermediate Python and SQL, and comfort reading code and working with AI to write and debug itSharp attention to detail and strong integrity with numbersCoachable, motivated, and quick to learn: you take feedback and turn it into better workBonus PointsEarly-career experience in finance, fintech, consulting, or analyticsExposure to AWS or another cloud platformBackground in wealth management or financial servicesWhy Join UsHands-on coaching from a manager who invests in your growthYour scope grows as fast as you do — we'd rather stretch you than box you inA flat team where anyone can talk to anyone and good ideas win regardless of titleCompetitive pay that tracks your impactFull health, dental, and vision from day one, plus 401(k) matching and Roth IRA optionsUnlimited PTORecognized as one of Inc. Magazine's Best Workplaces two years runningReady to build the next era of wealth management? Let's talk!