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# Data Analyst

- **Company:** The Summit
- **Location:** Morris County, NJ, United States
- **Experience:** Starter
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Artificial Intelligence, Information Systems, SQL Azure, Power BI, Microsoft Copilot, Standard Sql, Claude Code, Microsoft Fabric, Information Technology, Data Analytics
- **Published:** November 7, 2026
- **Apply:** https://www.thejobnetwork.com/job/b3e0c3eb-1c3c-4a4f-9030-bf49076fb9f0/data-analyst

## About the Role

* Bachelor's degree in Finance, Business, Data Analytics, Information Systems, Computer Science or a related field, or equivalent experience
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 * 1-3 years working with data, operations, billing or reporting at an RIA, hybrid RIA/broker-dealer or wealth-management platform
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 * Strong command of advisor and rep codes, householding, custodial identifiers, AUM/AUA logic, advisory fee schedules, billing and revenue attribution
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 * Working knowledge of portfolio accounting and trading data (positions, transactions, cash, models)
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 * Strong SQL (Azure SQL, Microsoft Fabric) and advanced Excel; comfort with large, messy datasets and reconciliation logic
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 * Power BI or comparable BI tool experience (data models, dashboards)
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 * Current use of AI tools such as Claude Code or Copilot, with the ability to explain how you validate AI-generated output
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 * Exceptional attention to detail, clear communication with nontechnical stakeholders, and the ability to work independently
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