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Financial Data Specialist

Wealth and Asset Management, Finance and Accounting

Tarrytown, New York

Req. Number: 224263

Full/Part Time: F

Shift: 1st Shift


Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

Clarfeld Citizens Private Wealth Business Support/Data Analyst is responsible for:

  • The maintenance of investment portfolio data housed in the two portfolio accounting platforms (Innotrust and Black Diamond). 
  • The production of reporting to support the business including asset reporting and all required reporting supplied to regulators (OCC and SEC).
  • Providing easy to use end user reporting solutions for users to run reports autonomously
  • Developing best practices and procedures to generate reports
  • Analyzing and researching data within the reports to respond to inquiries and determine trends
  • Working with client facing advisors on client specific analysis or client inquiries
  • Business analysis for projects to improve processes and gain efficiencies
  • Project management
  • Carry out all other duties assigned


 Bachelors Degree required

  • 3+ years’ experience in a similar role or a bachelor’s degree in Finance
  • Excellent knowledge of Microsoft Office (Word, Excel, Visio and Power Point) Advanced knowledge of Excel, Pivot Tables, Vlook-ups.  Access Database development is a plus
  • Excellent communication skills, both written and verbal
  • Passion for data integrity and extensive attention to detail
  • Excellent analytical and problem-solving skills
  • Ability to perform responsibilities accurately and independently in a fast paced multitask environment
  • Strong organization, time management and prioritization skills
  • Ability to execute with minimal direction
  • Ability to collaborate and work well with various teams and resolve issues and problems


  • Experience using Black Diamond
  • MBA, CFA or CPA a plus

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F


We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received


Human Rights Campaign Best Places to Work for LGBTQ Equality


Dave Thomas Foundation Best Adoption-friendly Workplace


Noteworthy Company for Diversity


Military Friendly Employer