Company Description
AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and investment advisory firm partnering with the world's most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents
At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn't just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.
We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.
Our close partnership with clients means that culture is not an accessory to our business. It's the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.
As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you're committed to making wealth worth more through enduring partnership, we want you to join us.
To learn more visit alti-global.com
Job Description
AlTi is seeking an Analyst to join the Data Operations and Reporting team as part of our continued growth. This role will focus on the execution and maintenance of core data and reporting processes, ensuring accuracy, reliability, and usability of investment and client data across
systems.
The Analyst will work closely with Operations, Client Service, and Technology teams to support daily data workflows, reporting production, and data integrity within Addepar and related financial systems. This role is hands-on and execution-oriented, with an emphasis on consistency, attention to detail, and continuous process improvement.
Job Responsibilities
- Execute day-to-day data operations processes across portfolio, client, and reporting data
- Maintain and validate data within Addepar and related reporting platforms, ensuring accuracy and completeness
- Support the production and delivery of client and internal reporting
- Monitor data for discrepancies and investigate/resolution of data issues in a timely manner
- Reconcile data across systems and identify breaks between custodians, Addepar, and intern
- al records
- Assist in maintaining data governance standards and documentation of processes.
- Support ongoing enhancements to reporting and data workflows through incremental improvements
- Partner with internal teams (Operations, Client Service, Technology) to resolve data-related requestsand issues
- Contribute to automation and efficiency efforts within Excel and reporting tools.
- Support ad hoc analysis and reporting requests as needed.
Qualifications
- Bachelor's Degree
- 1–3 years of experience in financial services, data operations, or reporting
- Experience with Addepar or similar financial reporting/performance systems strongly preferred
- Strong Excel skills (data manipulation, reconciliation, basic automation)
- High attention to detail with a focus on data accuracy and consistency.
- Ability to manage multiple priorities in a fast-paced environment
- Strong analytical and problem-solving skills
- Clear and professional written and verbal communication
- Experience with CRM or reporting tools (e.g., Salesforce, BI tools) is a plus
- Team-oriented with a willingness to learnand develop
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
