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Financial Data Associate Jobs in Cold Spring Harbor, NY

Business Data Associate

New York, NY ยท On-site +1

$17.50 - $22.75/hr

We are looking for a Business Data Associate who will support our data team, customer success and ... trillion finance sector where highly skilled professionals still populate spreadsheets from ...

We have an exciting opportunity to join our team as a Research Data Associate. In this role, the ... financial coordinators, study monitors, and service rendering departments as needed in support of ...

Role We are looking for a Business Data Associate who will support our data team, customer success ... trillion finance sector where highly skilled professionals still populate spreadsheets from ...

Data Integrity Associate

New York, NY ยท On-site

$100K - $120K/yr

Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a ... As a Middle Office / Data Associate, you will play a key role in helping our organization make data ...

Data Integrity Associate

New York, NY ยท On-site

$100K - $120K/yr

Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a ... As a Middle Office / Data Associate, you will play a key role in helping our organization make data ...

Wholesale Banking | Financial Accounting | Associate, Financial Reporting| New York About ING : In ... The successful candidate will leverage advanced data analysis and business intelligence tools to ...

GLG's FP&A team is looking for an associate to join the team. You will collaborate with departments ... Develop financial models incorporating operational and financial data to support decision making ...

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Showing results 1-20

Financial Data Associate information

See Cold Spring Harbor, NY salary details

$32.3K

$74.5K

$146K

How much do financial data associate jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial data associate in Cold Spring Harbor, NY is $74,461.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,900.00 and $81,500.00 per year, depending on experience, location, and employer.

What does a financial data associate do?

A Financial Data Associate is responsible for collecting, analyzing, and maintaining financial data that supports business decision-making and reporting. They work closely with financial analysts and other team members to ensure the accuracy and integrity of financial information. Their duties may include preparing reports, verifying data entries, managing databases, and assisting with financial modeling. This role requires strong analytical skills, attention to detail, and proficiency in data management tools. Financial Data Associates play a crucial role in supporting the financial operations and objectives of an organization.

What are the key skills and qualifications needed to thrive as a financial data associate?

To thrive as a Financial Data Associate, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supported by a bachelor's degree. Familiarity with financial modeling tools, advanced Excel functions, and database systems like SQL are commonly required, and certifications such as CFA or FRM can be advantageous. Strong communication, problem-solving abilities, and a collaborative mindset help you effectively interpret data and work with cross-functional teams. These skills are critical for ensuring data accuracy, supporting financial decision-making, and maintaining the integrity of financial analysis in a fast-paced environment.

What is the difference between Financial Data Associate vs Financial Analyst?

AspectFinancial Data AssociateFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; proficiency in Excel and data toolsBachelor's or higher in Finance, Economics; often CFA or CPA certifications
Work EnvironmentData-focused roles within finance teams, often in banking, investment firms, or corporate financeAnalytical roles involving financial modeling, forecasting, and strategic analysis
Employer & Industry UsageUsed in banking, asset management, corporate finance for data managementCommon in investment firms, banks, corporate finance for decision support

While both roles require strong finance knowledge and data skills, Financial Data Associates primarily handle data collection, validation, and reporting, whereas Financial Analysts focus on interpreting data to provide strategic insights and recommendations.

What cities near Cold Spring Harbor, NY are hiring for Financial Data Associate jobs?

Cities near Cold Spring Harbor, NY with the most Financial Data Associate job openings:

Business Data Associate

New York, NY โ€ข On-site, Remote

$17.50 - $22.75/hr

Full-time

Re-posted 15 days ago


Job description

We are looking for a Business Data Associate who will support our data team, customer success and internal product development. The initial role will entail learning back-end data processes focused on data entry, data cleanliness, and locating new process improvement opportunities. You will also gain experience with the LevPro front-end system (Research Management, Trading Tools, Portfolio Management, Compliance) in a client-facing role. Here you will assist clients with navigating and configuring the software, answering product and implementation related questions, defining requirements and soliciting feedback. Down the road, we envision you growing into a multi-tool player, with a complete front and back-end understanding of the product, who would contribute to building and maintaining client relationships to increase business revenue potential.

LevPro, now part of Octus,ย  is a modern operating system for leveraged credit asset managers, founded to modernize a $1.5 trillion finance sector where highly skilled professionals still populate spreadsheets from unstructured emails, manually match names to identifiers, and work off text documents. We use artificial intelligence (and a little magic) to solve a number of data, nomenclature, and workflow problems that have plagued this industry, resulting in a massively improved user experience. Our single code base allows us to iterate at a rapid pace, which also results in industry-leading customer response times. Our platform has enjoyed strong adoption across the Alternative Asset industry, with many of our clients transitioning away from the legacy software they've been using for years. We're looking to bolster our talented team with the addition of key strategic hires to support growth.

Data responsibilities include:

  • Entering data, interpreting data and analyzing results
  • Developing and using data collection systems that optimize efficiency
  • Acquiring data from primary or secondary sources and maintaining databases

Customer Success responsibilities include:

  • Analyzing data to improve customer experience
  • Providing real-time customer support and feedback
  • Holding product demonstrations for new customers and developing user guides
  • Contributing to client onboarding and implementations to better understand client processes and build rapport with client stakeholders
  • Developing and monitoring project metrics

Requirements

  • Exceptional attention to detail
  • Growth mindset, curiosity and eagerness to learn
  • Ability to push back on superiors
  • Ability to work independently and collaborate asynchronously with cross-functional teams
  • 1-2 years of relevant experience (Fixed Income / Leveraged Credit) preferred
  • Technical expertise in Excel and other data frameworks preferred, including using ChatGPT/others

What We Offer

  • Competitive pay and benefits
  • As much opportunity and responsibility as you can handle
  • A flexible, remote or in office work model
  • A highly collaborative and dynamic group environment
  • A stipend for learning (books, classes, etc.)

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The base salary range estimate for this position is $75,000 - $80,000. This position is eligible for a quarterly commission bonus.

The actual compensation will be at Octus' sole discretion and will be determined by the aforementioned and other relevant factors.