Data Analyst
teksystemsSan Diego (CA)
About the role
Overview:
As a Senior Data Supply Chain Analyst, you will analyze and improve the data Cetera receives from external parties across the wealth management data supply chain. You will work across a portfolio of third-party providers to ensure complete, accurate, and timely data that underpins enterprise reporting and decision-making. You translate complex data issues into actionable recommendations and drive remediation with cross-functional partners. This role supports the Product Sponsor Quality initiative and broader third-party data remit, impacting how data moves from source to consumer. You will shape data governance practices, profiling, and reconciliation at scale to reduce data friction and提升信心 Compensation / Benefits Medical, dental & vision 401(k) plan with pre-tax and Roth options Life insurance and AD&D Disability coverage Health Spending Account (HSA) PTO / vacation
Responsibilities:
Establish reusable source profiles, data dictionaries, mappings, and change logs for assigned sources Manage portfolio of third-party providers and feeds, maintaining file inventory and contact points Design and implement framework for Product Sponsor discussions, including data-flow and lineage documentation Create and maintain standards for third-party data analysis, reconciliation, and source assessment Serve as SME for assigned feeds, guiding data sourcing, lineage, and issue resolution Hands-on work with industry feeds and clearing-firm data movements, including integration through intermediaries Identify cross-source gaps, quantify impact, and investigate complex issues like coexistence and suppression logic Translate technical findings into executive-ready summaries and actionable recommendations Build provider and feed scorecards and track remediation progress Develop scalable templates, playbooks, and automation to improve consistency and efficiency
Key requirements:
Wealth management industry experience with brokerage, advisory, custody, and retirement data flows Hands-on experience with industry data feeds (DST FAN Mail, BNY DAZL, DTCC/NSCC) and clearing-firm files Expertise in financial-services data flows and cross-platform issue diagnosis Strong SQL and advanced data-analysis skills for profiling and reconciliation Ability to document data dictionaries, mappings, and data-flow/lineage views Ability to translate between business, operations, architecture, and data-quality perspectives Strong communication and leadership-ready presentation skills Proven ability to influence outcomes across teams without direct authority Experience applying AI, automation, or advanced analytics to scale efficiency clear communication cross-functional collaboration problem solving SQL DTCC data feeds data analysis
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