Financial Services, Fintech, Wealth Management

Business Intelligence Associate

New York, NYHybridInternshipPosted 14 days agoVisa sponsorship available

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

SQL
Python
AI tools
data quality
financial reporting
ad hoc requests
quantitative field
internship

Nice to have

AWS
cloud platform
wealth management
financial services
fintech
consulting

Role summary

The Finance team is seeking a Business Intelligence Associate to maintain clean, current, and useful data. This role involves running monthly financial and operational reports, pulling data with SQL and Python to identify trends, ensuring data quality, and utilizing AI tools for analysis automation. You will also support ad hoc requests and explain findings to stakeholders. The ideal candidate has a strong interest in finance or wealth management, a quantitative degree, intermediate Python and SQL skills, and a keen eye for detail. Experience in finance, fintech, or analytics is a plus.

Company 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 Role

Finance 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 Impact

Run our monthly financial and operational reports using established frameworks, and keep them accurate and on time

Pull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questions

Check data quality so everyone can trust what they see

Use AI tools to speed up analysis and automate repeat work

Support ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain English

The Ideal Match

A real interest in finance or wealth management, and a clear reason you want to build a career in it

Bachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field, plus at least one relevant internship

Intermediate Python and SQL, and comfort reading code and working with AI to write and debug it

Sharp attention to detail and strong integrity with numbers

Coachable, motivated, and quick to learn: you take feedback and turn it into better work

Bonus Points

Early-career experience in finance, fintech, consulting, or analytics

Exposure to AWS or another cloud platform

Background in wealth management or financial services

Why Join Us

Hands-on coaching from a manager who invests in your growth

Your scope grows as fast as you do — we'd rather stretch you than box you in

A flat team where anyone can talk to anyone and good ideas win regardless of title

Competitive pay that tracks your impact

Full health, dental, and vision from day one, plus 401(k) matching and Roth IRA options

Unlimited PTO

Recognized as one of Inc. Magazine's Best Workplaces two years running

Ready to build the next era of wealth management? Let's talk!

Ready to apply?

You'll be redirected to Farther's application page.