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Financial Data Associate Jobs (NOW HIRING)

Amerilife Group, LLC

$115K - $130K/yr

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.**Job Summary**The Finance Data Platform ...

Aquarian

Data Integrity Associate

New York, NY · 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 ...

Aquarian

Data Integrity Associate

New York, NY · 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 ...

S&P Global

Sr. Financial Data Researcher

Dallas, TX · On-site

$50K - $67K/yr

The LP Associate plays a vital role, overseeing a range of functions to facilitate the delivery of ... Oversee and facilitate the collection of private fund data from financial reports. * Perform ...

Amerilife Group, LLC

Finance Data Platform Specialist

OR · On-site +1

$115K - $130K/yr

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary The Finance Data Platform ...

Amerilife Group, LLC

Finance Data Platform Specialist

$115K - $130K/yr

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary The Finance Data Platform ...

Amerilife Group, LLC

NY · On-site

$115K - $130K/yr

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary The Finance Data Platform ...

S&P Global, Inc.

Sr. Financial Data Researcher

Dallas, TX · On-site

$50K - $67K/yr

The LP Associate plays a vital role, overseeing a range of functions to facilitate the delivery of ... Oversee and facilitate the collection of private fund data from financial reports. * Perform ...

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Financial Data Associate information

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$30.5K

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How much do financial data associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for financial data associate in the United States is $70,370.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 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 are hiring for Financial Data Associate jobs?

Cities with the most Financial Data Associate job openings:

What states have the most Financial Data Associate jobs?

States with the most job openings for Financial Data Associate jobs include:

What are popular job titles related to Financial Data Associate jobs?

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Financial Data Associate jobs near you

Position Management Data Associate

Newport Beach, CA • On-site

PIMCO
Finance and Insurance • 1 - 5K employees
Learn more about PIMCOexternal

Full-time

Re-posted 8 days ago

Job description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Role Overview
We are seeking a detail-oriented Position Management Data Analyst & Controls professional to support the firm's platform transformation by leading position data analysis, reconciliation frameworks, and certification activities across legacy and target platforms.
This role is central to ensuring position data integrity and P&L accuracy ahead of downstream consumer migration, serving as a quality-control checkpoint throughout the transformation lifecycle. The analyst will work closely with senior position management, accounting, and technology stakeholders to validate position parity and ensure confidence in migration outcomes.
Key Responsibilities
  • Design and execute end-to-end reconciliation frameworks comparing position and P&L outputs across legacy and target platforms.
  • Define and maintain certification criteria and acceptance thresholds to validate position parity across accounts, strategies, asset classes, and legal entities.
  • Perform detailed root-cause analysis on position breaks and P&L discrepancies, distinguishing among system behavior differences, sourcing gaps, lifecycle timing issues, and data quality failures.
  • Partner closely with the Position Management Product Owner, Technology, and Accounting teams to resolve upstream data issues impacting reconciliation outcomes.
  • Prepare evidence-based certification and sign-off materials for senior stakeholders, auditors, and migration governance forums.
  • Monitor intraday position breaks and EOD reconciliation exceptions, escalating material issues and driving timely resolution within defined SLAs.
Qualifications
  • 2+ years of experience in position management, investment data reconciliation, or operational controls within a global asset management, asset servicing, or prime brokerage environment.
  • Strong analytical skills with hands-on experience designing and executing multi-asset position and P&L reconciliations.
  • Familiarity with position parity testing, UAT methodologies, and migration certification for investment book of record platforms.
  • Solid understanding of position lifecycle inputs, including trade economics, settlements, corporate actions, FX revaluations, and cost basis methodologies.
  • Proficiency in Python, SQL, and Excel, with experience developing exception reporting and control dashboards.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 87,000.00 - $ 93,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

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