Note: The job is a remote job and is open to candidates in USA. Focus Partners is an organization of wealth, asset, and business management resources that supports clients in managing their financial future. The Integration Data Analyst plays a crucial role in the Onboarding & Integration team, ensuring a smooth transition for newly onboarded offices through data analysis, validation, and operational coordination.
Responsibilities
- Partner with the Onboarding & Integration team to support the successful execution of system integration plans for acquired Focus offices
- Coordinate and support day-to-day integration activities related to Orion and other operational systems used throughout acquisition, onboarding, and conversion efforts
- Perform detailed comparisons between legacy systems and Orion to validate account performance, billing, and related operational data
- Collect, analyze, reconcile, and document data from multiple source systems to support accurate, complete, and reliable information within master systems
- Identify data discrepancies, assess potential impacts, escalate issues as appropriate, and help coordinate timely resolution with internal teams and external partners
- Prepare status updates, reporting materials, documentation, and planning resources that provide clear visibility to Operations and Integration leadership
- Assist with onboarding and training for operations functions at new Focus offices, including Orion-related support for Client Service associates as needed
- Develop and deliver presentations, training materials, and Advisor Development content related to operations, systems, data, and integration topics as needed
- Maintain strong working knowledge of Focus tools, systems, processes, custodial relationships, and operating standards to support consistent integration execution
- Contribute to special projects and perform other responsibilities as assigned by the Team Leader
- Demonstrate a commitment to continuous improvement, professional development, and practical innovation that enhances integration quality and outcomes
- Uphold Focus’ mission, values, and cultural standards while contributing to a collaborative, accountable, and high-performing team environment
Skills
- Bachelor's degree in business, finance, data analytics, operations, information systems, or a related field; equivalent relevant professional experience may be considered
- Strong client service orientation with the ability to support internal and external stakeholders with professionalism, responsiveness, and sound judgment
- Advanced proficiency in Microsoft Office, particularly Excel, with the ability to analyze, reconcile, summarize, and present complex data clearly
- Strong analytical, critical thinking, and problem-solving skills, with the ability to assess data discrepancies, identify root causes, and recommend practical next steps
- High standards for accuracy, timeliness, follow-through, documentation, and overall quality of work
- Five or more years of experience in investment operations, client service, compliance, data analysis, systems integration, or a related field
- Three or more years of Focus experience preferred
- Advanced proficiency with Orion Advisor Services, including performance, billing, account data, and related operational workflows
- Experience using client relationship management systems, workflow tools, and collaborative project management environments
- Working knowledge of custodial platforms, account administration, and related investment operations processes
Benefits
- Annual cash bonus
- Comprehensive benefits package
Company Overview
Company H1B Sponsorship