Compliance Data Analyst

Focus Partners Wealth(14 days ago)

HybridFull TimeJunior$57,000 - $67,000Compliance

About this role

Focus Partners Wealth is hiring a Compliance Data Analyst responsible for analyzing and testing data to support the firm’s compliance program. The role involves performing transaction-level, periodic, and forensic testing, supporting internal reviews, regulatory reporting, and collaborating with various teams to ensure legal and regulatory adherence. The analyst helps develop compliance tools and reporting solutions to enhance regulatory oversight and examination readiness.

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Required Skills

Excel
Word
Salesforce
Data Analysis
Regulatory Reporting
Compliance Tools
Forensic Testing
Financial Data Analysis
Regulatory Compliance
Risk Management

Qualifications

Bachelor’s degree in business or related field

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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