Associate, Data Analyst

About the Company

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized*—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100 year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Our commitment to clients has earned recognition by Barron’s and Forbes, listing us among the nation’s top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.

About the Role

We are seeking a motivated and collaborative Data Analyst to join our team at a leading wealth management firm. In this role, you will serve as the critical bridge between business stakeholders and the data engineering team, ensuring that data-driven solutions are designed, delivered, and adopted in ways that directly address business needs. The ideal candidate combines exceptional interpersonal and communication skills with a strong technical foundation in data engineering workflows, enabling them to translate complex stakeholder requirements into actionable, scalable solutions.

Responsibilities

• Stakeholder Requirements Gathering: Serve as the primary liaison between business stakeholders — including operations, finance, compliance, and executive leadership — and the data engineering team. Lead discovery sessions and interviews to elicit, document, and validate business requirements with precision and clarity.
• Solution Design & Delivery: Translate stakeholder requirements into detailed functional and technical specifications. Partner with data engineers and architects to design end-to-end data solutions, overseeing delivery from concept through deployment to ensure the final product solves the defined business problem.
• Data Pipeline Collaboration: Work alongside data engineering teams to understand, review, and provide input on ETL/ELT pipeline design, data modeling, and workflow orchestration. Serve as a translator between business intent and technical implementation, ensuring alignment throughout the build process.
• Process Analysis & Improvement: Analyze existing data workflows and business processes to identify inefficiencies, gaps, and opportunities. Propose and champion improvements that leverage modern data tooling to enhance reporting accuracy, operational efficiency, and decision-making speed.
• Data Quality & Governance: Partner with data stewards and engineering teams to establish and enforce data quality standards, lineage documentation, and governance practices. Proactively identify data integrity issues and work cross-functionally to resolve them.
• Testing & Validation: Develop and execute user acceptance testing (UAT) plans for new data products, dashboards, and pipeline changes. Validate that delivered solutions meet the original business requirements and perform reliably under real-world conditions.
• Communication & Stakeholder Management: Provide regular, clear status updates to business and technical stakeholders at all levels. Translate technical concepts into accessible language for non-technical audiences and advocate for business priorities within technical teams.
• Documentation: Create and maintain thorough documentation including business requirements documents (BRDs), data flow diagrams, data dictionaries, process maps, and solution guides to support adoption, onboarding, and ongoing operations.

Qualifications

• Experience: 4 years of experience in a business analyst, data analyst, or related role with significant exposure to data engineering or analytics engineering environments.
• Requirements Management: Demonstrated expertise in leading requirements gathering sessions with diverse stakeholder groups and producing clear, actionable documentation such as BRDs, user stories, and acceptance criteria.
• Technical Proficiency: Hands-on familiarity with data engineering concepts and tools including SQL Snowflake, ETL/ELT pipeline design, data, and workflow orchestration tools (e.g., Matillion, dbt).
• Data Visualization: Working knowledge of BI and visualization platforms such as Tableau, Power BI, or Looker. Ability to interpret and validate dashboard outputs against business requirements.
• Communication Skills: Exceptional verbal and written communication skills with a proven ability to engage confidently with both technical teams and senior business stakeholders. Able to simplify complex technical concepts without losing accuracy.
• Analytical Skills: Strong critical thinking and problem-solving capabilities with the ability to diagnose data and workflow issues, assess solution options, and recommend a path forward with supporting rationale.
• Project Management: Ability to manage multiple concurrent initiatives, prioritize effectively under competing demands, and drive projects to completion in a fast-paced environment.

*Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. **Disclosures related to awards, recognitions, and rankings available here. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures.