Business Intelligence Asscoaite

Summary

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We're backed by top-tier venture capital firms, fintech investors, and industry leaders.Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.The RoleFinance runs on good data, and we need a Business Intelligence Associate to help keep ours clean, current, and useful. You'll work directly with our Revenue Operations Manager and alongside the Finance team to run our monthly reporting, dig into the numbers behind it, and get a little sharper every cycle. Expect real coaching, hands-on projects, and a clear path toward data analyst or data science work in finance and AI. If you're excited about finance and want to learn fast, this is a great place to build.Your ImpactRun our monthly financial and operational reports using established frameworks, and keep them accurate and on timePull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questionsCheck data quality so everyone can trust what they seeUse AI tools to speed up analysis and automate repeat workSupport ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain EnglishThe Ideal MatchA real interest in finance or wealth management, and a clear reason you want to build a career in itBachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field, plus at least one relevant internshipIntermediate Python and SQL, and comfort reading code and working with AI to write and debug itSharp attention to detail and strong integrity with numbersCoachable, motivated, and quick to learn: you take feedback and turn it into better workBonus PointsEarly-career experience in finance, fintech, consulting, or analyticsExposure to AWS or another cloud platformBackground in wealth management or financial servicesWhy Join UsHands-on coaching from a manager who invests in your growthYour scope grows as fast as you do — we'd rather stretch you than box you inA flat team where anyone can talk to anyone and good ideas win regardless of titleCompetitive pay that tracks your impactFull health, dental, and vision from day one, plus 401(k) matching and Roth IRA optionsUnlimited PTORecognized as one of Inc. Magazine's Best Workplaces two years runningVoluntary Self-IdentificationFor government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in Farther's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval, or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Voluntary Self-Identification of DisabilityForm CC-305 Page 1 of 1OMB Control Number 1250-0005Expires 07/31/2029Why are you being asked to complete this form?We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .How do you know if you have a disability?A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.Disabilities include, but are not limited to:Alcohol or other substance use disorder (not currently using drugs illegally)Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDSBlind or low visionCancer (past or present)Cardiovascular or heart diseaseCeliac diseaseCerebral palsyDeaf or serious difficulty hearingDiabetesDisfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disordersEpilepsy or other seizure disorderGastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndromeIntellectual or developmental disabilityMental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSDMissing limbs or partially missing limbsMobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supportsNervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS)Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilitiesPartial or complete paralysis (any cause)Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysemaShort stature (dwarfism)Traumatic brain injuryPUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.#J-18808-Ljbffr

Job Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We're backed by top-tier venture capital firms, fintech investors, and industry leaders.Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.The RoleFinance runs on good data, and we need a Business Intelligence Associate to help keep ours clean, current, and useful. You'll work directly with our Revenue Operations Manager and alongside the Finance team to run our monthly reporting, dig into the numbers behind it, and get a little sharper every cycle. Expect real coaching, hands-on projects, and a clear path toward data analyst or data science work in finance and AI. If you're excited about finance and want to learn fast, this is a great place to build.Your ImpactRun our monthly financial and operational reports using established frameworks, and keep them accurate and on timePull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questionsCheck data quality so everyone can trust what they seeUse AI tools to speed up analysis and automate repeat workSupport ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain EnglishThe Ideal MatchA real interest in finance or wealth management, and a clear reason you want to build a career in itBachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field, plus at least one relevant internshipIntermediate Python and SQL, and comfort reading code and working with AI to write and debug itSharp attention to detail and strong integrity with numbersCoachable, motivated, and quick to learn: you take feedback and turn it into better workBonus PointsEarly-career experience in finance, fintech, consulting, or analyticsExposure to AWS or another cloud platformBackground in wealth management or financial servicesWhy Join UsHands-on coaching from a manager who invests in your growthYour scope grows as fast as you do — we'd rather stretch you than box you inA flat team where anyone can talk to anyone and good ideas win regardless of titleCompetitive pay that tracks your impactFull health, dental, and vision from day one, plus 401(k) matching and Roth IRA optionsUnlimited PTORecognized as one of Inc. Magazine's Best Workplaces two years runningVoluntary Self-IdentificationFor government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in Farther's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval, or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Voluntary Self-Identification of DisabilityForm CC-305 Page 1 of 1OMB Control Number 1250-0005Expires 07/31/2029Why are you being asked to complete this form?We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .How do you know if you have a disability?A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.Disabilities include, but are not limited to:Alcohol or other substance use disorder (not currently using drugs illegally)Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDSBlind or low visionCancer (past or present)Cardiovascular or heart diseaseCeliac diseaseCerebral palsyDeaf or serious difficulty hearingDiabetesDisfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disordersEpilepsy or other seizure disorderGastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndromeIntellectual or developmental disabilityMental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSDMissing limbs or partially missing limbsMobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supportsNervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS)Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilitiesPartial or complete paralysis (any cause)Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysemaShort stature (dwarfism)Traumatic brain injuryPUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.#J-18808-Ljbffr