Associate Data Analyst
Location: In-Office | Gig Harbor, WA, USA | Full-Time
About the Role
Konvergent Wealth Management is seeking a we’re looking for a sharp, detail-obsessed Associate Data Analyst to support our advisors and investment specialists by turning complex financial data into polished, client-ready reports.
If you're ready to:
Build real-world experience in wealth management analytics
Hone your skills in reporting, data visualization, and financial storytelling
Work alongside a team of elite advisors and investment specialists
Take ownership of your work and contribute meaningfully from day one
...then you might be our next Associate Data Analyst.
Who We’re Looking For:
Highly organized, process-driven individuals who geek out on accuracy and detail
Self-starters who can manage deadlines and deliver polished work with minimal supervision
Clear communicators who can collaborate effectively with advisors and investment teams
People who love making messy data look beautiful and easy to understand
What We Offer:
$25/hr to $30/hr, DOE
Contract role at 20+ hours per week
Flexible working hours (some overlap with business hours required for collaboration)
Hands-on experience working directly with veteran financial professionals on advanced solutions for UHNW (ultra-high-net-worth) families and individuals
Opportunity to contribute to real client-facing deliverables and high-value projects
Contract-to hire opportunities and professional development
What Qualifies You:
1–3 years of professional or academic experience in data analysis, financial reporting, or a related field
Strong proficiency in Excel and/or Google Sheets; bonus points for experience with Python, and industry tools such as Addepar or Luminary, but not required.
Familiarity with basic financial concepts (investment reports, portfolio performance, etc.)
Excellent attention to detail and commitment to producing polished, accurate work
Ability to thrive in a fast-paced, high-accountability environment
High-speed, reliable internet access and modern computer
Sound like you?
This is a rare opportunity to step into a part-time role with real impact—and real growth potential.
Apply today, and let’s talk.